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