Inspire 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
Q1 | – | Sell |
-5,748
| Closed | -$705K | – | 522 |
|
|
2024
Q4 | $705K | Sell |
5,748
-176
| -3% | -$21.6K | 0.09% | 156 |
|
|
2024
Q3 | $800K | Buy |
5,924
+921
| +18% | +$124K | 0.1% | 131 |
|
|
2024
Q2 | $784K | Buy |
5,003
+179
| +4% | +$28.1K | 0.1% | 126 |
|
|
2024
Q1 | $823K | Buy |
4,824
+340
| +8% | +$58K | 0.11% | 123 |
|
|
2023
Q4 | $583K | Buy |
+4,484
| New | +$583K | 0.09% | 149 |
|
|
2023
Q2 | – | Sell |
-5,945
| Closed | -$830K | – | 266 |
|
|
2023
Q1 | $830K | Buy |
5,945
+1,407
| +31% | +$196K | 0.19% | 32 |
|
|
2022
Q4 | $576K | Buy |
+4,538
| New | +$576K | 0.15% | 40 |
|
|
2022
Q2 | – | Sell |
-2,410
| Closed | -$245K | – | 159 |
|
|
2022
Q1 | $245K | Buy |
+2,410
| New | +$245K | 0.07% | 72 |
|
|
2021
Q1 | – | Sell |
-1,034
| Closed | -$58K | – | 699 |
|
|
2020
Q4 | $58K | Buy |
+1,034
| New | +$58K | 0.02% | 224 |
|