MWM
MGB Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
9,575
| – | – | 0.42% | 54 |
|
|
2025
Q1 | $1.26M | Hold |
9,575
| – | – | 0.46% | 56 |
|
|
2024
Q4 | $1.17M | Sell |
9,575
-160
| -2% | -$19.6K | 0.36% | 57 |
|
|
2024
Q3 | $1.32M | Sell |
9,735
-3,100
| -24% | -$419K | 0.48% | 50 |
|
|
2024
Q2 | $1.9M | Buy |
12,835
+310
| +2% | +$45.8K | 0.71% | 32 |
|
|
2024
Q1 | $2.14M | Hold |
12,525
| – | – | 0.87% | 23 |
|
|
2023
Q4 | $1.63M | Buy |
+12,525
| New | +$1.63M | 0.82% | 33 |
|