Estate Counselors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,735
| Closed | -$1.45M | – | 121 |
|
|
2024
Q3 | $1.45M | Hold |
10,735
| – | – | 0.15% | 72 |
|
|
2024
Q2 | $1.68M | Sell |
10,735
-50
| -0.5% | -$7.84K | 0.18% | 53 |
|
|
2024
Q1 | $1.84M | Hold |
10,785
| – | – | 0.21% | 50 |
|
|
2023
Q4 | $1.4M | Hold |
10,785
| – | – | 0.17% | 80 |
|
|
2023
Q3 | $1.53M | Sell |
10,785
-100
| -0.9% | -$14.2K | 0.2% | 62 |
|
|
2023
Q2 | $1.28M | Buy |
+10,885
| New | +$1.28M | 0.16% | 90 |
|