OneDigital Investment Advisors’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 | $612K | Sell |
4,550
-464
| -9% | -$62.4K | 0.01% | 828 |
|
|
2025
Q1 | $662K | Buy |
5,014
+805
| +19% | +$106K | 0.01% | 751 |
|
|
2024
Q4 | $516K | Sell |
4,209
-2,484
| -37% | -$305K | 0.01% | 874 |
|
|
2024
Q3 | $904K | Buy |
6,693
+1,192
| +22% | +$161K | 0.01% | 686 |
|
|
2024
Q2 | $862K | Buy |
5,501
+2,195
| +66% | +$344K | 0.01% | 666 |
|
|
2024
Q1 | $564K | Sell |
3,306
-324
| -9% | -$55.3K | 0.01% | 697 |
|
|
2023
Q4 | $472K | Sell |
3,630
-6,637
| -65% | -$863K | 0.01% | 736 |
|
|
2023
Q3 | $1.45M | Buy |
10,267
+8,421
| +456% | +$1.19M | 0.03% | 345 |
|
|
2023
Q2 | $217K | Sell |
1,846
-171
| -8% | -$20.1K | ﹤0.01% | 934 |
|
|
2023
Q1 | $282K | Buy |
+2,017
| New | +$282K | 0.01% | 805 |
|
|
2020
Q1 | – | Sell |
-2,541
| Closed | -$238K | – | 583 |
|
|
2019
Q4 | $238K | Sell |
2,541
-315
| -11% | -$29.5K | 0.02% | 460 |
|
|
2019
Q3 | $243K | Sell |
2,856
-679
| -19% | -$57.8K | 0.02% | 436 |
|
|
2019
Q2 | $303K | Buy |
3,535
+3,305
| +1,437% | +$283K | 0.02% | 346 |
|
|
2019
Q1 | $20K | Hold |
230
| – | – | ﹤0.01% | 733 |
|
|
2018
Q4 | $17K | Buy |
+230
| New | +$17K | ﹤0.01% | 741 |
|
|
2018
Q3 | – | Sell |
-230
| Closed | -$25K | – | 1259 |
|
|
2018
Q2 | $25K | Hold |
230
| – | – | 0.01% | 727 |
|
|
2018
Q1 | $21K | Sell |
230
-200
| -47% | -$18.3K | ﹤0.01% | 808 |
|
|
2017
Q4 | $40K | Buy |
+430
| New | +$40K | ﹤0.01% | 578 |
|