DAS
Dynamic Advisor Solutions’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
2,456
-1,042
| -30% | -$140K | 0.01% | 717 |
|
|
2025
Q1 | $462K | Buy |
+3,498
| New | +$462K | 0.02% | 600 |
|
|
2024
Q4 | – | Sell |
-4,419
| Closed | -$597K | – | 881 |
|
|
2024
Q3 | $597K | Buy |
4,419
+29
| +0.7% | +$3.92K | 0.02% | 575 |
|
|
2024
Q2 | $688K | Sell |
4,390
-130
| -3% | -$20.4K | 0.02% | 550 |
|
|
2024
Q1 | $772K | Sell |
4,520
-529
| -10% | -$90.3K | 0.03% | 496 |
|
|
2023
Q4 | $651K | Sell |
5,049
-162
| -3% | -$20.9K | 0.02% | 520 |
|
|
2023
Q3 | $738K | Sell |
5,211
-40
| -0.8% | -$5.67K | 0.03% | 425 |
|
|
2023
Q2 | $616K | Sell |
5,251
-225
| -4% | -$26.4K | 0.03% | 444 |
|
|
2023
Q1 | $764K | Buy |
5,476
+70
| +1% | +$9.77K | 0.04% | 378 |
|
|
2022
Q4 | $686K | Buy |
5,406
+80
| +2% | +$10.1K | 0.05% | 362 |
|
|
2022
Q3 | $569K | Buy |
5,326
+512
| +11% | +$54.7K | 0.04% | 367 |
|
|
2022
Q2 | $512K | Buy |
4,814
+65
| +1% | +$6.91K | 0.04% | 394 |
|
|
2022
Q1 | $482K | Buy |
4,749
+781
| +20% | +$79.3K | 0.03% | 445 |
|
|
2021
Q4 | $298K | Buy |
3,968
+312
| +9% | +$23.4K | 0.02% | 568 |
|
|
2021
Q3 | $258K | Buy |
3,656
+145
| +4% | +$10.2K | 0.02% | 618 |
|
|
2021
Q2 | $274K | Buy |
3,511
+561
| +19% | +$43.8K | 0.02% | 573 |
|
|
2021
Q1 | $211K | Buy |
+2,950
| New | +$211K | 0.02% | 601 |
|
|
2020
Q1 | – | Sell |
-4,016
| Closed | -$376K | – | 578 |
|
|
2019
Q4 | $376K | Sell |
4,016
-146
| -4% | -$13.7K | 0.05% | 358 |
|
|
2019
Q3 | $355K | Buy |
4,162
+6
| +0.1% | +$512 | 0.06% | 340 |
|
|
2019
Q2 | $356K | Buy |
4,156
+996
| +32% | +$85.3K | 0.06% | 328 |
|
|
2019
Q1 | $268K | Sell |
3,160
-66
| -2% | -$5.6K | 0.05% | 319 |
|
|
2018
Q4 | $265K | Sell |
3,226
-230
| -7% | -$18.9K | 0.06% | 307 |
|
|
2018
Q3 | $393K | Sell |
3,456
-274
| -7% | -$31.2K | 0.08% | 255 |
|
|
2018
Q2 | $413K | Buy |
3,730
+533
| +17% | +$59K | 0.09% | 248 |
|
|
2018
Q1 | $297K | Buy |
+3,197
| New | +$297K | 0.08% | 259 |
|
|
2017
Q1 | – | Sell |
-59,628
| Closed | -$4.07M | – | 226 |
|
|
2016
Q4 | $4.07M | Buy |
59,628
+27,965
| +88% | +$1.91M | 1.62% | 13 |
|
|
2016
Q3 | $1.68M | Buy |
+31,663
| New | +$1.68M | 0.64% | 44 |
|