Great Lakes Retirement’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-409
| Closed | -$64.1K | – | 662 |
|
|
2024
Q2 | $64.1K | Sell |
409
-8,736
| -96% | -$1.37M | 0.01% | 250 |
|
|
2024
Q1 | $1.56M | Buy |
9,145
+195
| +2% | +$33.3K | 0.23% | 88 |
|
|
2023
Q4 | $1.16M | Buy |
8,950
+252
| +3% | +$32.8K | 0.19% | 114 |
|
|
2023
Q3 | $1.23M | Buy |
8,698
+392
| +5% | +$55.6K | 0.22% | 96 |
|
|
2023
Q2 | $974K | Buy |
8,306
+20
| +0.2% | +$2.35K | 0.17% | 122 |
|
|
2023
Q1 | $1.16M | Sell |
8,286
-24
| -0.3% | -$3.35K | 0.22% | 98 |
|
|
2022
Q4 | $1.05M | Buy |
+8,310
| New | +$1.05M | 0.27% | 62 |
|
|
2020
Q1 | $725K | Buy |
16,068
+5,274
| +49% | +$238K | 0.33% | 41 |
|
|
2019
Q4 | $1.01M | Buy |
+10,794
| New | +$1.01M | 0.31% | 68 |
|