Heritage Wealth Advisors’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 | $74.5K | Hold |
555
| – | – | ﹤0.01% | 266 |
|
|
2025
Q1 | $73.2K | Hold |
555
| – | – | ﹤0.01% | 269 |
|
|
2024
Q4 | $68K | Hold |
555
| – | – | ﹤0.01% | 285 |
|
|
2024
Q3 | $74.9K | Hold |
555
| – | – | ﹤0.01% | 291 |
|
|
2024
Q2 | $86.9K | Sell |
555
-2,200
| -80% | -$345K | ﹤0.01% | 263 |
|
|
2024
Q1 | $470K | Hold |
2,755
| – | – | 0.02% | 147 |
|
|
2023
Q4 | $358K | Buy |
2,755
+150
| +6% | +$19.5K | 0.02% | 167 |
|
|
2023
Q3 | $369K | Hold |
2,605
| – | – | 0.02% | 151 |
|
|
2023
Q2 | $306K | Hold |
2,605
| – | – | 0.02% | 174 |
|
|
2023
Q1 | $364K | Hold |
2,605
| – | – | 0.02% | 152 |
|
|
2022
Q4 | $330K | Hold |
2,605
| – | – | 0.02% | 160 |
|
|
2022
Q3 | $278K | Hold |
2,605
| – | – | 0.02% | 167 |
|
|
2022
Q2 | $277K | Hold |
2,605
| – | – | 0.02% | 166 |
|
|
2022
Q1 | $264K | Hold |
2,605
| – | – | 0.01% | 175 |
|
|
2021
Q4 | $196K | Hold |
2,605
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $184K | Hold |
2,605
| – | – | 0.01% | 204 |
|
|
2021
Q2 | $203K | Sell |
2,605
-50
| -2% | -$3.9K | 0.01% | 202 |
|
|
2021
Q1 | $190K | Buy |
2,655
+50
| +2% | +$3.58K | 0.01% | 207 |
|
|
2020
Q4 | $147K | Hold |
2,605
| – | – | 0.01% | 224 |
|
|
2020
Q3 | $113K | Hold |
2,605
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $153K | Buy |
2,605
+405
| +18% | +$23.8K | 0.02% | 162 |
|
|
2020
Q1 | $99.8K | Sell |
2,200
-213
| -9% | -$9.66K | 0.02% | 190 |
|
|
2019
Q4 | $226K | Buy |
2,413
+13
| +0.5% | +$1.22K | 0.03% | 156 |
|
|
2019
Q3 | $204K | Buy |
2,400
+200
| +9% | +$17K | 0.03% | 155 |
|
|
2019
Q2 | $188K | Hold |
2,200
| – | – | 0.03% | 146 |
|
|
2019
Q1 | $187K | Hold |
2,200
| – | – | 0.03% | 133 |
|
|
2018
Q4 | $164K | Hold |
2,200
| – | – | 0.03% | 132 |
|
|
2018
Q3 | $250K | Hold |
2,200
| – | – | 0.05% | 110 |
|
|
2018
Q2 | $244K | Hold |
2,200
| – | – | 0.09% | 105 |
|
|
2018
Q1 | $204K | Hold |
2,200
| – | – | 0.08% | 110 |
|
|
2017
Q4 | $202K | Buy |
+2,200
| New | +$202K | 0.09% | 113 |
|