First Trust Direct Indexing’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$2.01M Sell
2024
Q2
$2.41M Buy
2024
Q1
$2.26M Buy
2023
Q4
$1.63M Buy
2023
Q3
$1.42M Buy
2023
Q2
$1.16M Sell
2023
Q1
$1.44M Buy
2022
Q4
$1.05M Sell
2022
Q3
$987K Buy
2022
Q2
$928K Buy
2022
Q1
$689K Buy
2021
Q4
$338K Buy
2021
Q3
$212K Sell
2021
Q2
$483K Buy
2021
Q1
$428K Buy
2020
Q4
$328K Buy