GIA
Gladstone Institutional Advisory’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
1,573
-250
| -14% | -$33.6K | 0.01% | 701 |
|
|
2025
Q1 | $241K | Buy |
1,823
+156
| +9% | +$20.6K | 0.01% | 643 |
|
|
2024
Q4 | $204K | Sell |
1,667
-192
| -10% | -$23.5K | 0.01% | 667 |
|
|
2024
Q3 | $251K | Buy |
1,859
+395
| +27% | +$53.3K | 0.01% | 606 |
|
|
2024
Q2 | $229K | Sell |
1,464
-68
| -4% | -$10.7K | 0.01% | 599 |
|
|
2024
Q1 | $261K | Sell |
1,532
-521
| -25% | -$88.9K | 0.01% | 556 |
|
|
2023
Q4 | $267K | Sell |
2,053
-57
| -3% | -$7.41K | 0.02% | 553 |
|
|
2023
Q3 | $299K | Buy |
2,110
+2
| +0.1% | +$283 | 0.02% | 495 |
|
|
2023
Q2 | $247K | Sell |
2,108
-2,257
| -52% | -$265K | 0.02% | 555 |
|
|
2023
Q1 | $609K | Sell |
4,365
-195
| -4% | -$27.2K | 0.04% | 366 |
|
|
2022
Q4 | $579K | Sell |
4,560
-3,236
| -42% | -$411K | 0.04% | 366 |
|
|
2022
Q3 | $833K | Buy |
7,796
+1,510
| +24% | +$161K | 0.07% | 303 |
|
|
2022
Q2 | $668K | Sell |
6,286
-381
| -6% | -$40.5K | 0.05% | 349 |
|
|
2022
Q1 | $677K | Buy |
6,667
+446
| +7% | +$45.3K | 0.05% | 368 |
|
|
2021
Q4 | $467K | Buy |
6,221
+555
| +10% | +$41.7K | 0.04% | 394 |
|
|
2021
Q3 | $400K | Buy |
+5,666
| New | +$400K | 0.04% | 378 |
|