MWPCG
Measured Wealth Private Client Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,960
| Closed | -$940K | – | 198 |
|
|
2024
Q3 | $940K | Buy |
6,960
+574
| +9% | +$77.5K | 0.31% | 47 |
|
|
2024
Q2 | $1M | Buy |
6,386
+352
| +6% | +$55.2K | 0.35% | 36 |
|
|
2024
Q1 | $1.03M | Sell |
6,034
-70
| -1% | -$11.9K | 0.36% | 39 |
|
|
2023
Q4 | $794K | Buy |
6,104
+605
| +11% | +$78.7K | 0.29% | 49 |
|
|
2023
Q3 | $779K | Sell |
5,499
-75
| -1% | -$10.6K | 0.31% | 51 |
|
|
2023
Q2 | $654K | Buy |
5,574
+1,091
| +24% | +$128K | 0.25% | 62 |
|
|
2023
Q1 | $626K | Buy |
4,483
+1,188
| +36% | +$166K | 0.24% | 56 |
|
|
2022
Q4 | $418K | Buy |
+3,295
| New | +$418K | 0.17% | 79 |
|
|
2018
Q4 | – | Sell |
-2,086
| Closed | -$236K | – | 690 |
|
|
2018
Q3 | $236K | Sell |
2,086
-338
| -14% | -$38.2K | 0.14% | 130 |
|
|
2018
Q2 | $268K | Buy |
+2,424
| New | +$268K | 0.22% | 112 |
|