Edge Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,791
| Closed | -$135K | – | 447 |
|
|
2021
Q4 | $135K | Hold |
1,791
| – | – | 0.02% | 112 |
|
|
2021
Q3 | $126K | Buy |
1,791
+1,741
| +3,482% | +$116K | 0.02% | 114 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 362 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 352 |
|
|
2020
Q4 | $3K | Sell |
50
-3,693
| -99% | -$181K | ﹤0.01% | 322 |
|
|
2020
Q3 | $162K | Buy |
3,743
+3,600
| +2,517% | +$189K | 0.04% | 119 |
|
|
2020
Q2 | $8K | Hold |
143
| – | – | ﹤0.01% | 498 |
|
|
2020
Q1 | $7K | Hold |
143
| – | – | ﹤0.01% | 439 |
|
|
2019
Q4 | $13K | Buy |
143
+93
| +186% | +$8.79K | ﹤0.01% | 398 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 500 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 506 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 492 |
|
|
2018
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 498 |
|
|
2018
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 491 |
|
|
2018
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 479 |
|
|
2018
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 459 |
|
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 458 |
|
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 458 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 469 |
|
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 442 |
|
|
2016
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 421 |
|
|
2016
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 422 |
|
|
2016
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 393 |
|
|
2016
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 364 |
|
|
2015
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 363 |
|
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 377 |
|
|
2015
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 372 |
|
|
2015
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 369 |
|
|
2014
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 391 |
|
|
2014
Q3 | $2K | Buy |
+50
| New | +$2.52K | ﹤0.01% | 381 |
|
Other funds holding VLO
