Modera Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,992
| Closed | -$263K | – | 657 |
|
|
2025
Q1 | $263K | Sell |
1,992
-379
| -16% | -$50.1K | ﹤0.01% | 535 |
|
|
2024
Q4 | $291K | Buy |
2,371
+635
| +37% | +$77.8K | ﹤0.01% | 519 |
|
|
2024
Q3 | $234K | Sell |
1,736
-79
| -4% | -$10.7K | ﹤0.01% | 545 |
|
|
2024
Q2 | $284K | Sell |
1,815
-288
| -14% | -$45.1K | ﹤0.01% | 488 |
|
|
2024
Q1 | $359K | Buy |
2,103
+13
| +0.6% | +$2.22K | 0.01% | 446 |
|
|
2023
Q4 | $272K | Buy |
2,090
+157
| +8% | +$20.4K | ﹤0.01% | 486 |
|
|
2023
Q3 | $274K | Buy |
+1,933
| New | +$274K | 0.01% | 470 |
|
|
2022
Q1 | – | Sell |
-4,590
| Closed | -$345K | – | 588 |
|
|
2021
Q4 | $345K | Buy |
+4,590
| New | +$345K | 0.01% | 366 |
|