Farther Finance Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
8,745
+1,308
| +18% | +$176K | 0.02% | 528 |
|
|
2025
Q1 | $995K | Buy |
7,437
+3,964
| +114% | +$530K | 0.03% | 499 |
|
|
2024
Q4 | $426K | Sell |
3,473
-6
| -0.2% | -$736 | 0.02% | 648 |
|
|
2024
Q3 | $470K | Buy |
3,479
+61
| +2% | +$8.24K | 0.02% | 612 |
|
|
2024
Q2 | $540K | Buy |
3,418
+2,198
| +180% | +$347K | 0.03% | 459 |
|
|
2024
Q1 | $211K | Buy |
1,220
+85
| +7% | +$14.7K | 0.01% | 666 |
|
|
2023
Q4 | $148K | Buy |
1,135
+465
| +69% | +$60.4K | 0.01% | 662 |
|
|
2023
Q3 | $95K | Buy |
670
+60
| +10% | +$8.51K | 0.01% | 577 |
|
|
2023
Q2 | $71.6K | Buy |
610
+32
| +6% | +$3.75K | 0.02% | 557 |
|
|
2023
Q1 | $80.7K | Buy |
578
+170
| +42% | +$23.7K | 0.02% | 470 |
|
|
2022
Q4 | $51.8K | Buy |
+408
| New | +$51.8K | 0.02% | 475 |
|