GWM
GSB Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,451
| Closed | -$227K | – | 240 |
|
|
2024
Q2 | $227K | Hold |
1,451
| – | – | 0.06% | 206 |
|
|
2024
Q1 | $248K | Sell |
1,451
-282
| -16% | -$48.1K | 0.07% | 194 |
|
|
2023
Q4 | $225K | Hold |
1,733
| – | – | 0.07% | 195 |
|
|
2023
Q3 | $246K | Buy |
+1,733
| New | +$246K | 0.08% | 174 |
|
|
2023
Q2 | – | Sell |
-1,705
| Closed | -$238K | – | 235 |
|
|
2023
Q1 | $238K | Sell |
1,705
-650
| -28% | -$90.7K | 0.08% | 189 |
|
|
2022
Q4 | $299K | Sell |
2,355
-2,500
| -51% | -$317K | 0.11% | 161 |
|
|
2022
Q3 | $519K | Sell |
4,855
-340
| -7% | -$36.3K | 0.19% | 141 |
|
|
2022
Q2 | $552K | Sell |
5,195
-3,855
| -43% | -$410K | 0.19% | 143 |
|
|
2022
Q1 | $919K | Hold |
9,050
| – | – | 0.27% | 119 |
|
|
2021
Q4 | $680K | Hold |
9,050
| – | – | 0.2% | 140 |
|
|
2021
Q3 | $639K | Sell |
9,050
-1,900
| -17% | -$134K | 0.33% | 82 |
|
|
2021
Q2 | $855K | Buy |
10,950
+1,875
| +21% | +$146K | 0.27% | 123 |
|
|
2021
Q1 | $650K | Buy |
+9,075
| New | +$650K | 0.22% | 128 |
|