Financial Synergies Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9
| Closed | -$1.54K | – | 460 |
|
|
2024
Q1 | $1.54K | Hold |
9
| – | – | ﹤0.01% | 356 |
|
|
2023
Q4 | $1.14K | Hold |
9
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $1.28K | Hold |
9
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $1.06K | Hold |
9
| – | – | ﹤0.01% | 365 |
|
|
2023
Q1 | $1.26K | Hold |
9
| – | – | ﹤0.01% | 354 |
|
|
2022
Q4 | $1.14K | Hold |
9
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $962 | Hold |
9
| – | – | ﹤0.01% | 301 |
|
|
2022
Q2 | $957 | Buy |
+9
| New | +$957 | ﹤0.01% | 313 |
|