LB
Legacy Bridge’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
9,442
| – | – | 0.6% | 63 |
|
|
2025
Q1 | $1.25M | Buy |
9,442
+10
| +0.1% | +$1.32K | 0.7% | 57 |
|
|
2024
Q4 | $1.16M | Hold |
9,432
| – | – | 0.6% | 66 |
|
|
2024
Q3 | $1.27M | Buy |
9,432
+17
| +0.2% | +$2.3K | 0.69% | 61 |
|
|
2024
Q2 | $1.48M | Hold |
9,415
| – | – | 0.87% | 43 |
|
|
2024
Q1 | $1.61M | Hold |
9,415
| – | – | 0.94% | 33 |
|
|
2023
Q4 | $1.22M | Buy |
9,415
+165
| +2% | +$21.5K | 0.79% | 55 |
|
|
2023
Q3 | $1.31M | Hold |
9,250
| – | – | 0.93% | 33 |
|
|
2023
Q2 | $1.09M | Hold |
9,250
| – | – | 0.72% | 58 |
|
|
2023
Q1 | $1.29M | Sell |
9,250
-390
| -4% | -$54.4K | 0.9% | 42 |
|
|
2022
Q4 | $1.22M | Sell |
9,640
-40
| -0.4% | -$5.07K | 0.87% | 41 |
|
|
2022
Q3 | $1.03M | Sell |
9,680
-1,590
| -14% | -$170K | 0.82% | 53 |
|
|
2022
Q2 | $1.2M | Hold |
11,270
| – | – | 0.88% | 32 |
|
|
2022
Q1 | $1.14M | Hold |
11,270
| – | – | 0.67% | 61 |
|
|
2021
Q4 | $846K | Buy |
11,270
+260
| +2% | +$19.5K | 0.44% | 93 |
|
|
2021
Q3 | $777K | Hold |
11,010
| – | – | 0.45% | 90 |
|
|
2021
Q2 | $860K | Buy |
11,010
+8,760
| +389% | +$684K | 0.49% | 85 |
|
|
2021
Q1 | $161K | Buy |
2,250
+2,210
| +5,525% | +$158K | 0.1% | 145 |
|
|
2020
Q4 | $2K | Sell |
40
-3,543
| -99% | -$177K | ﹤0.01% | 288 |
|
|
2020
Q3 | $155K | Hold |
3,583
| – | – | 0.14% | 134 |
|
|
2020
Q2 | $211K | Buy |
3,583
+540
| +18% | +$31.8K | 0.23% | 117 |
|
|
2020
Q1 | $138K | Sell |
3,043
-175
| -5% | -$7.94K | 0.17% | 131 |
|
|
2019
Q4 | $301K | Hold |
3,218
| – | – | 0.25% | 118 |
|
|
2019
Q3 | $274K | Hold |
3,218
| – | – | 0.26% | 113 |
|
|
2019
Q2 | $275K | Hold |
3,218
| – | – | 0.27% | 113 |
|
|
2019
Q1 | $273K | Buy |
3,218
+110
| +4% | +$9.33K | 0.28% | 111 |
|
|
2018
Q4 | $233K | Buy |
+3,108
| New | +$233K | 0.29% | 109 |
|