NewEdge Wealth’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 | $1.27M | Buy |
9,590
+7,552
| +371% | +$1M | 0.02% | 476 |
|
2025
Q1 | $269K | Sell |
2,038
-219
| -10% | -$28.9K | ﹤0.01% | 799 |
|
2024
Q4 | $277K | Sell |
2,257
-400
| -15% | -$49K | ﹤0.01% | 785 |
|
2024
Q3 | $359K | Buy |
2,657
+321
| +14% | +$43.3K | 0.01% | 685 |
|
2024
Q2 | $366K | Sell |
2,336
-201
| -8% | -$31.5K | 0.01% | 608 |
|
2024
Q1 | $399K | Sell |
2,537
-76
| -3% | -$12K | 0.01% | 608 |
|
2023
Q4 | $340K | Sell |
2,613
-293
| -10% | -$38.1K | 0.01% | 590 |
|
2023
Q3 | $412K | Sell |
2,906
-182
| -6% | -$25.8K | 0.01% | 482 |
|
2023
Q2 | $362K | Buy |
3,088
+8
| +0.3% | +$938 | 0.01% | 513 |
|
2023
Q1 | $430K | Buy |
+3,080
| New | +$430K | 0.02% | 436 |
|