New England Guild Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $307K | Hold |
2,420
| – | – | 0.16% | 57 |
|
|
2022
Q3 | $259K | Hold |
2,420
| – | – | 0.16% | 60 |
|
|
2022
Q2 | $257K | Hold |
2,420
| – | – | 0.16% | 64 |
|
|
2022
Q1 | $246K | Buy |
+2,420
| New | +$246K | 0.13% | 66 |
|
|
2020
Q1 | – | Sell |
-2,420
| Closed | -$227K | – | 59 |
|
|
2019
Q4 | $227K | Hold |
2,420
| – | – | 0.16% | 54 |
|
|
2019
Q3 | $206K | Hold |
2,420
| – | – | 0.15% | 52 |
|
|
2019
Q2 | $207K | Hold |
2,420
| – | – | 0.15% | 52 |
|
|
2019
Q1 | $205K | Buy |
+2,420
| New | +$205K | 0.16% | 50 |
|
|
2018
Q4 | – | Sell |
-2,420
| Closed | -$275K | – | 55 |
|
|
2018
Q3 | $275K | Hold |
2,420
| – | – | 0.25% | 46 |
|
|
2018
Q2 | $268K | Hold |
2,420
| – | – | 0.24% | 46 |
|
|
2018
Q1 | $225K | Hold |
2,420
| – | – | 0.21% | 50 |
|
|
2017
Q4 | $222K | Buy |
+2,420
| New | +$222K | 0.21% | 51 |
|