GWM
Greenwich Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,175
| Closed | -$201K | – | 251 |
|
|
2024
Q1 | $201K | Buy |
+1,175
| New | +$201K | 0.02% | 225 |
|
|
2015
Q4 | – | Sell |
-151,400
| Closed | -$9.1M | – | 170 |
|
|
2015
Q3 | $9.1M | Sell |
151,400
-173,700
| -53% | -$10.4M | 2.2% | 10 |
|
|
2015
Q2 | $20.4M | Sell |
325,100
-75,000
| -19% | -$4.69M | 2.6% | 5 |
|
|
2015
Q1 | $25.5M | Sell |
400,100
-150,000
| -27% | -$9.54M | 2.88% | 4 |
|
|
2014
Q4 | $27.2M | Hold |
550,100
| – | – | 1.8% | 7 |
|
|
2014
Q3 | $25.5M | Hold |
550,100
| – | – | 1.72% | 7 |
|
|
2014
Q2 | $27.6M | Hold |
550,100
| – | – | 1.83% | 4 |
|
|
2014
Q1 | $29.2M | Hold |
550,100
| – | – | 2.03% | 4 |
|
|
2013
Q4 | $27.7M | Sell |
550,100
-120
| -0% | -$6.05K | 2.8% | 3 |
|
|
2013
Q3 | $18.8M | Buy |
550,220
+120
| +0% | +$4.1K | 1.35% | 9 |
|
|
2013
Q2 | $19.1M | Buy |
+550,100
| New | +$19.1M | 1.42% | 5 |
|