EWM
EPG Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
1,642
| – | – | 0.07% | 178 |
|
|
2025
Q1 | $217K | Buy |
+1,642
| New | +$217K | 0.06% | 218 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 456 |
|
|
2024
Q2 | – | Sell |
-1,542
| Closed | -$263K | – | 222 |
|
|
2024
Q1 | $263K | Hold |
1,542
| – | – | 0.06% | 230 |
|
|
2023
Q4 | $218K | Sell |
1,542
-10
| -0.6% | -$1.42K | 0.06% | 229 |
|
|
2023
Q3 | $220K | Buy |
+1,552
| New | +$220K | 0.07% | 229 |
|
|
2023
Q2 | – | Sell |
-1,691
| Closed | -$236K | – | 430 |
|
|
2023
Q1 | $236K | Buy |
+1,691
| New | +$236K | 0.07% | 209 |
|
|
2021
Q3 | – | Sell |
-3,724
| Closed | -$291K | – | 380 |
|
|
2021
Q2 | $291K | Buy |
3,724
+11
| +0.3% | +$860 | 0.12% | 153 |
|
|
2021
Q1 | $266K | Buy |
+3,713
| New | +$266K | 0.13% | 151 |
|
|
2020
Q2 | – | Sell |
-1,242
| Closed | -$56K | – | 751 |
|
|
2020
Q1 | $56K | Buy |
1,242
+477
| +62% | +$21.5K | 0.04% | 262 |
|
|
2019
Q4 | $72K | Buy |
+765
| New | +$72K | 0.05% | 186 |
|