GoalVest Advisory’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 | $1.23M | Buy |
9,159
+301
| +3% | +$40.5K | 0.3% | 62 |
|
|
2025
Q1 | $1.17M | Buy |
8,858
+1,924
| +28% | +$254K | 0.32% | 65 |
|
|
2024
Q4 | $850K | Sell |
6,934
-90
| -1% | -$11K | 0.23% | 72 |
|
|
2024
Q3 | $948K | Buy |
7,024
+504
| +8% | +$68.1K | 0.27% | 64 |
|
|
2024
Q2 | $1.02M | Sell |
6,520
-968
| -13% | -$152K | 0.33% | 57 |
|
|
2024
Q1 | $1.28M | Buy |
7,488
+96
| +1% | +$16.4K | 0.43% | 40 |
|
|
2023
Q4 | $961K | Buy |
7,392
+526
| +8% | +$68.4K | 0.42% | 42 |
|
|
2023
Q3 | $973K | Buy |
6,866
+488
| +8% | +$69.2K | 0.49% | 34 |
|
|
2023
Q2 | $748K | Sell |
6,378
-1,394
| -18% | -$164K | 0.39% | 54 |
|
|
2023
Q1 | $1.08M | Buy |
7,772
+783
| +11% | +$109K | 0.64% | 43 |
|
|
2022
Q4 | $887K | Buy |
6,989
+642
| +10% | +$81.4K | 0.57% | 47 |
|
|
2022
Q3 | $678K | Buy |
6,347
+1,354
| +27% | +$145K | 0.48% | 59 |
|
|
2022
Q2 | $517K | Buy |
+4,993
| New | +$517K | 0.33% | 89 |
|