Janiczek Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $23K | Hold |
147
| – | – | ﹤0.01% | 535 |
|
|
2024
Q1 | $25.1K | Hold |
147
| – | – | 0.01% | 531 |
|
|
2023
Q4 | $19.1K | Buy |
147
+3
| +2% | +$390 | ﹤0.01% | 550 |
|
|
2023
Q3 | $20.4K | Buy |
144
+33
| +30% | +$4.68K | 0.01% | 519 |
|
|
2023
Q2 | $13K | Hold |
111
| – | – | ﹤0.01% | 529 |
|
|
2023
Q1 | $14.6K | Hold |
111
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $15K | Sell |
111
-7
| -6% | -$947 | ﹤0.01% | 494 |
|
|
2022
Q3 | $13K | Hold |
118
| – | – | ﹤0.01% | 512 |
|
|
2022
Q2 | $13K | Hold |
118
| – | – | ﹤0.01% | 537 |
|
|
2022
Q1 | $12K | Hold |
118
| – | – | ﹤0.01% | 546 |
|
|
2021
Q4 | $9K | Hold |
118
| – | – | ﹤0.01% | 614 |
|
|
2021
Q3 | $8K | Sell |
118
-6
| -5% | -$407 | ﹤0.01% | 620 |
|
|
2021
Q2 | $10K | Buy |
124
+50
| +68% | +$4.03K | ﹤0.01% | 559 |
|
|
2021
Q1 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 649 |
|
|
2020
Q4 | – | Sell |
-41
| Closed | -$2K | – | 813 |
|
|
2020
Q3 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 527 |
|