MGIA
Moneta Group Investment Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
1,758
-50
| -3% | -$6.72K | ﹤0.01% | 621 |
|
|
2025
Q1 | $239K | Buy |
+1,808
| New | +$239K | ﹤0.01% | 580 |
|
|
2024
Q2 | – | Sell |
-1,330
| Closed | -$227K | – | 633 |
|
|
2024
Q1 | $227K | Buy |
+1,330
| New | +$227K | ﹤0.01% | 549 |
|
|
2023
Q2 | – | Sell |
-1,625
| Closed | -$227K | – | 577 |
|
|
2023
Q1 | $227K | Buy |
+1,625
| New | +$227K | 0.01% | 473 |
|
|
2018
Q4 | – | Sell |
-5,400
| Closed | -$614K | – | 249 |
|
|
2018
Q3 | $614K | Sell |
5,400
-442
| -8% | -$50.3K | 0.06% | 134 |
|
|
2018
Q2 | $647K | Sell |
5,842
-2,106
| -26% | -$233K | 0.07% | 149 |
|
|
2018
Q1 | $737K | Buy |
7,948
+5
| +0.1% | +$464 | 0.1% | 94 |
|
|
2017
Q4 | $730K | Sell |
7,943
-4,000
| -33% | -$368K | 0.11% | 95 |
|
|
2017
Q3 | $919K | Sell |
11,943
-3,997
| -25% | -$308K | 0.14% | 71 |
|
|
2017
Q2 | $1.08M | Hold |
15,940
| – | – | 0.18% | 79 |
|
|
2017
Q1 | $1.06M | Sell |
15,940
-418
| -3% | -$27.7K | 0.21% | 48 |
|
|
2016
Q4 | $1.12M | Buy |
16,358
+3,418
| +26% | +$234K | 0.23% | 47 |
|
|
2016
Q3 | $686K | Hold |
12,940
| – | – | 0.16% | 60 |
|
|
2016
Q2 | $660K | Hold |
12,940
| – | – | 0.14% | 94 |
|
|
2016
Q1 | $830K | Hold |
12,940
| – | – | 0.18% | 71 |
|
|
2015
Q4 | $915K | Hold |
12,940
| – | – | 0.22% | 48 |
|
|
2015
Q3 | $778K | Buy |
+12,940
| New | +$778K | 0.22% | 50 |
|