MCWA
Meadow Creek Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
2,217
-226
| -9% | -$30.4K | 0.2% | 110 |
|
|
2025
Q1 | $323K | Sell |
2,443
-25
| -1% | -$3.3K | 0.24% | 96 |
|
|
2024
Q4 | $303K | Buy |
2,468
+142
| +6% | +$17.4K | 0.22% | 96 |
|
|
2024
Q3 | $314K | Buy |
2,326
+215
| +10% | +$29K | 0.25% | 96 |
|
|
2024
Q2 | $331K | Buy |
2,111
+217
| +11% | +$34K | 0.31% | 84 |
|
|
2024
Q1 | $323K | Buy |
1,894
+15
| +0.8% | +$2.56K | 0.22% | 102 |
|
|
2023
Q4 | $244K | Buy |
+1,879
| New | +$244K | 0.24% | 89 |
|