ISWM
Independent Solutions Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
13,250
-182
| -1% | -$24.5K | 0.35% | 86 |
|
|
2025
Q1 | $1.77M | Buy |
13,432
+174
| +1% | +$23K | 0.4% | 78 |
|
|
2024
Q4 | $1.63M | Hold |
13,258
| – | – | 0.36% | 88 |
|
|
2024
Q3 | $1.79M | Buy |
13,258
+273
| +2% | +$36.9K | 0.4% | 77 |
|
|
2024
Q2 | $2.04M | Sell |
12,985
-278
| -2% | -$43.6K | 0.47% | 66 |
|
|
2024
Q1 | $2.26M | Buy |
13,263
+638
| +5% | +$109K | 0.54% | 57 |
|
|
2023
Q4 | $1.64M | Buy |
12,625
+4,738
| +60% | +$616K | 0.42% | 70 |
|
|
2023
Q3 | $1.12M | Sell |
7,887
-474
| -6% | -$67.2K | 0.29% | 80 |
|
|
2023
Q2 | $981K | Buy |
8,361
+5,202
| +165% | +$610K | 0.25% | 94 |
|
|
2023
Q1 | $441K | Sell |
3,159
-702
| -18% | -$98K | 0.13% | 128 |
|
|
2022
Q4 | $490K | Sell |
3,861
-326
| -8% | -$41.4K | 0.15% | 124 |
|
|
2022
Q3 | $447K | Hold |
4,187
| – | – | 0.15% | 122 |
|
|
2022
Q2 | $445K | Buy |
+4,187
| New | +$445K | 0.14% | 123 |
|
|
2020
Q4 | – | Sell |
-5,757
| Closed | -$249K | – | 184 |
|
|
2020
Q3 | $249K | Buy |
5,757
+408
| +8% | +$17.7K | 0.1% | 143 |
|
|
2020
Q2 | $315K | Sell |
5,349
-3,860
| -42% | -$227K | 0.13% | 120 |
|
|
2020
Q1 | $418K | Sell |
9,209
-1,042
| -10% | -$47.3K | 0.23% | 80 |
|
|
2019
Q4 | $960K | Buy |
+10,251
| New | +$960K | 0.43% | 45 |
|