Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,513
| Closed | -$204K | – | 141 |
|
|
2024
Q3 | $204K | Sell |
1,513
-40
| -3% | -$5.4K | 0.08% | 135 |
|
|
2024
Q2 | $244K | Hold |
1,553
| – | – | 0.11% | 115 |
|
|
2024
Q1 | $265K | Hold |
1,553
| – | – | 0.12% | 105 |
|
|
2023
Q4 | $202K | Sell |
1,553
-524
| -25% | -$68.1K | 0.1% | 126 |
|
|
2023
Q3 | $294K | Buy |
2,077
+45
| +2% | +$6.38K | 0.15% | 87 |
|
|
2023
Q2 | $238K | Sell |
2,032
-156
| -7% | -$18.3K | 0.12% | 106 |
|
|
2023
Q1 | $305K | Buy |
2,188
+1
| +0% | +$140 | 0.17% | 87 |
|
|
2022
Q4 | $277K | Buy |
+2,187
| New | +$277K | 0.16% | 93 |
|