NDSI
Newman Dignan & Sheerar Inc’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+1,596
| New | +$215K | 0.05% | 177 |
|
|
2024
Q4 | – | Sell |
-1,985
| Closed | -$262K | – | 194 |
|
|
2024
Q3 | $262K | Buy |
1,985
+443
| +29% | +$58.6K | 0.06% | 157 |
|
|
2024
Q2 | $242K | Buy |
1,542
+3
| +0.2% | +$470 | 0.06% | 156 |
|
|
2024
Q1 | $263K | Sell |
1,539
-427
| -22% | -$72.9K | 0.07% | 156 |
|
|
2023
Q4 | $256K | Buy |
1,966
+482
| +32% | +$62.7K | 0.08% | 148 |
|
|
2023
Q3 | $210K | Sell |
1,484
-377
| -20% | -$53.4K | 0.07% | 160 |
|
|
2023
Q2 | $218K | Buy |
1,861
+224
| +14% | +$26.3K | 0.07% | 173 |
|
|
2023
Q1 | $229K | Sell |
1,637
-53
| -3% | -$7.4K | 0.07% | 173 |
|
|
2022
Q4 | $214K | Buy |
+1,690
| New | +$214K | 0.07% | 176 |
|
|
2019
Q3 | – | Sell |
-8,762
| Closed | -$750 | – | 168 |
|
|
2019
Q2 | $750 | Buy |
+8,762
| New | +$750 | 0.02% | 77 |
|
|
2018
Q3 | – | Sell |
-2,589
| Closed | -$287 | – | 165 |
|
|
2018
Q2 | $287 | Sell |
2,589
-280
| -10% | -$31 | 0.02% | 131 |
|
|
2018
Q1 | $292K | Sell |
2,869
-175
| -6% | -$17.8K | 0.15% | 130 |
|
|
2017
Q4 | $280K | Buy |
+3,044
| New | +$280K | 0.14% | 140 |
|