LFA
Legacy Financial Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,236
| Closed | -$211K | – | 361 |
|
|
2024
Q1 | $211K | Buy |
+1,236
| New | +$211K | 0.04% | 304 |
|
|
2019
Q2 | – | Sell |
-387
| Closed | -$33K | – | 876 |
|
|
2019
Q1 | $33K | Sell |
387
-402
| -51% | -$34.3K | 0.01% | 356 |
|
|
2018
Q4 | $59K | Buy |
789
+126
| +19% | +$9.42K | 0.02% | 214 |
|
|
2018
Q3 | $75K | Sell |
663
-64
| -9% | -$7.24K | 0.03% | 205 |
|
|
2018
Q2 | $78K | Hold |
727
| – | – | 0.03% | 197 |
|
|
2018
Q1 | $71K | Buy |
727
+48
| +7% | +$4.69K | 0.03% | 204 |
|
|
2017
Q4 | $62K | Buy |
+679
| New | +$62K | 0.03% | 215 |
|