MWM
Mattern Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
2,083
| – | – | 0.06% | 131 |
|
|
2025
Q1 | $275K | Hold |
2,083
| – | – | 0.06% | 134 |
|
|
2024
Q4 | $255K | Hold |
2,083
| – | – | 0.06% | 144 |
|
|
2024
Q3 | $281K | Sell |
2,083
-21
| -1% | -$2.84K | 0.06% | 146 |
|
|
2024
Q2 | $330K | Hold |
2,104
| – | – | 0.08% | 132 |
|
|
2024
Q1 | $359K | Hold |
2,104
| – | – | 0.09% | 132 |
|
|
2023
Q4 | $274K | Buy |
2,104
+21
| +1% | +$2.73K | 0.07% | 144 |
|
|
2023
Q3 | $295K | Hold |
2,083
| – | – | 0.09% | 134 |
|
|
2023
Q2 | $244K | Hold |
2,083
| – | – | 0.07% | 148 |
|
|
2023
Q1 | $291K | Hold |
2,083
| – | – | 0.1% | 142 |
|
|
2022
Q4 | $264K | Hold |
2,083
| – | – | 0.11% | 139 |
|
|
2022
Q3 | $223K | Hold |
2,083
| – | – | 0.09% | 144 |
|
|
2022
Q2 | $221K | Hold |
2,083
| – | – | 0.09% | 140 |
|
|
2022
Q1 | $212K | Buy |
+2,083
| New | +$212K | 0.07% | 152 |
|