EWM
Evergreen Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,871
| Closed | -$842K | – | 57 |
|
|
2024
Q4 | $842K | Sell |
6,871
-37
| -0.5% | -$4.54K | 0.5% | 49 |
|
|
2024
Q3 | $933K | Sell |
6,908
-2,371
| -26% | -$320K | 0.56% | 47 |
|
|
2024
Q2 | $1.45M | Hold |
9,279
| – | – | 0.96% | 36 |
|
|
2024
Q1 | $1.58M | Hold |
9,279
| – | – | 1.07% | 34 |
|
|
2023
Q4 | $1.21M | Buy |
9,279
+220
| +2% | +$28.6K | 0.89% | 39 |
|
|
2023
Q3 | $1.28M | Buy |
9,059
+138
| +2% | +$19.6K | 1.01% | 38 |
|
|
2023
Q2 | $1.05M | Buy |
8,921
+639
| +8% | +$75K | 0.82% | 38 |
|
|
2023
Q1 | $1.16M | Buy |
8,282
+100
| +1% | +$14K | 1.03% | 37 |
|
|
2022
Q4 | $1.04M | Buy |
+8,182
| New | +$1.04M | 0.96% | 38 |
|