Janiczek Wealth Management’s Valero Energy VLO Stock Holding History

Janiczek Wealth Management’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$382	﹤0.01%	550
2023 Q3	$20.4K	Buy	144 +33	+30%	+$4.32K	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%	-$879	﹤0.01%	495
2022 Q3	$13K	Hold	118	–	–	﹤0.01%	513
2022 Q2	$13K	Hold	118	–	–	﹤0.01%	538
2022 Q1	$12K	Hold	118	–	–	﹤0.01%	547
2021 Q4	$9K	Hold	118	–	–	﹤0.01%	615
2021 Q3	$8K	Sell	118 -6	-5%	-$399	﹤0.01%	620
2021 Q2	$10K	Buy	124 +50	+68%	+$3.87K	﹤0.01%	559
2021 Q1	$5K	Buy	+74	New	+$5.03K	﹤0.01%	649
2020 Q4	–	Sell	-41	Closed	-$2K	–	814
2020 Q3	$2K	Buy	+41	New	+$2.15K	﹤0.01%	529

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's VLO Position: Q2 2024 in Review

Janiczek Wealth Management held its Valero Energy (VLO) position steady in Q2 2024 at 147 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Janiczek Wealth Management first reported a position in VLO in Q3 2020 and has held it in 15 quarters since. The position peaked at $25.1K in Q1 2024. 1,469 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

Janiczek Wealth Management held 147 shares of Valero Energy worth $23K as of Q2 2024.
Janiczek Wealth Management left its Valero Energy share count unchanged in Q2 2024.
Valero Energy made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #535 holding.
Janiczek Wealth Management first reported a position in Valero Energy in Q3 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Valero Energy position peaked at $25.1K in Q1 2024.
1,469 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.