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Emerald Advisors’s Valero Energy VLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$570K Sell
4,240
-25
-0.6% -$3.36K 0.07% 64
2025
Q1
$563K Buy
4,265
+514
+14% +$67.9K 0.07% 62
2024
Q4
$460K Buy
3,751
+266
+8% +$32.6K 0.06% 65
2024
Q3
$478K Buy
3,485
+359
+11% +$49.2K 0.07% 65
2024
Q2
$490K Buy
3,126
+545
+21% +$85.4K 0.07% 60
2024
Q1
$441K Buy
2,581
+11
+0.4% +$1.88K 0.08% 65
2023
Q4
$334K Buy
2,570
+65
+3% +$8.45K 0.06% 68
2023
Q3
$355K Buy
2,505
+215
+9% +$30.5K 0.08% 61
2023
Q2
$269K Buy
2,290
+156
+7% +$18.3K 0.06% 72
2023
Q1
$298K Sell
2,134
-127
-6% -$17.7K 0.08% 67
2022
Q4
$287K Sell
2,261
-94
-4% -$11.9K 0.08% 63
2022
Q3
$252K Buy
2,355
+34
+1% +$3.64K 0.07% 71
2022
Q2
$247K Sell
2,321
-734
-24% -$78.1K 0.07% 74
2022
Q1
$310K Buy
3,055
+9
+0.3% +$913 0.07% 76
2021
Q4
$229K Sell
3,046
-1,030
-25% -$77.4K 0.06% 82
2021
Q3
$288K Buy
4,076
+190
+5% +$13.4K 0.08% 80
2021
Q2
$303K Buy
3,886
+33
+0.9% +$2.57K 0.09% 77
2021
Q1
$276K Sell
3,853
-1,250
-24% -$89.5K 0.1% 71
2020
Q4
$289K Buy
+5,103
New +$289K 0.1% 65