Golden State Wealth Management’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 | $39.4K | Hold |
292
| – | – | ﹤0.01% | 701 |
|
|
2025
Q1 | $38.6K | Sell |
292
-19
| -6% | -$2.51K | 0.01% | 645 |
|
|
2024
Q4 | $38.1K | Buy |
+311
| New | +$38.1K | 0.01% | 629 |
|
|
2020
Q2 | – | Sell |
-800
| Closed | -$36K | – | 874 |
|
|
2020
Q1 | $36K | Buy |
+800
| New | +$36K | 0.02% | 412 |
|
|
2019
Q4 | – | Sell |
-772
| Closed | -$66K | – | 906 |
|
|
2019
Q3 | $66K | Sell |
772
-501
| -39% | -$42.8K | 0.02% | 378 |
|
|
2019
Q2 | $109K | Sell |
1,273
-2
| -0.2% | -$171 | 0.03% | 319 |
|
|
2019
Q1 | $108K | Buy |
+1,275
| New | +$108K | 0.04% | 313 |
|