Daymark Wealth Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
7,518
+148
| +2% | +$19.9K | 0.04% | 263 |
|
|
2025
Q1 | $973K | Hold |
7,370
| – | – | 0.04% | 245 |
|
|
2024
Q4 | $903K | Hold |
7,370
| – | – | 0.04% | 250 |
|
|
2024
Q3 | $995K | Sell |
7,370
-1,284
| -15% | -$173K | 0.04% | 246 |
|
|
2024
Q2 | $1.36M | Sell |
8,654
-3
| -0% | -$470 | 0.06% | 199 |
|
|
2024
Q1 | $1.48M | Buy |
8,657
+51
| +0.6% | +$8.71K | 0.08% | 155 |
|
|
2023
Q4 | $1.12M | Sell |
8,606
-79
| -0.9% | -$10.3K | 0.07% | 176 |
|
|
2023
Q3 | $1.23M | Hold |
8,685
| – | – | 0.08% | 154 |
|
|
2023
Q2 | $1.02M | Buy |
8,685
+2,593
| +43% | +$304K | 0.08% | 167 |
|
|
2023
Q1 | $850K | Buy |
6,092
+292
| +5% | +$40.8K | 0.11% | 144 |
|
|
2022
Q4 | $736K | Buy |
+5,800
| New | +$736K | 0.13% | 119 |
|