OneDigital Investment Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $863K | Buy |
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|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $904K | Buy |
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|
2024
Q2 | $862K | Buy |
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|
2024
Q1 | $564K | Sell |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $21K | Sell |
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|
2017
Q4 | $40K | Buy |
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