Guardian Wealth Advisors (North Carolina)’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 | $240K | Sell |
1,783
-297
| -14% | -$39.9K | 0.02% | 301 |
|
|
2025
Q1 | $275K | Buy |
2,080
+101
| +5% | +$13.3K | 0.02% | 263 |
|
|
2024
Q4 | $243K | Buy |
1,979
+173
| +10% | +$21.2K | 0.02% | 282 |
|
|
2024
Q3 | $244K | Sell |
1,806
-31
| -2% | -$4.19K | 0.03% | 241 |
|
|
2024
Q2 | $288K | Sell |
1,837
-3
| -0.2% | -$470 | 0.03% | 209 |
|
|
2024
Q1 | $314K | Buy |
1,840
+56
| +3% | +$9.56K | 0.04% | 203 |
|
|
2023
Q4 | $232K | Sell |
1,784
-111
| -6% | -$14.4K | 0.04% | 224 |
|
|
2023
Q3 | $269K | Buy |
1,895
+136
| +8% | +$19.3K | 0.05% | 193 |
|
|
2023
Q2 | $206K | Buy |
1,759
+94
| +6% | +$11K | 0.04% | 225 |
|
|
2023
Q1 | $232K | Buy |
+1,665
| New | +$232K | 0.04% | 194 |
|