PPWM
PFG Private Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21
| Closed | -$2.77K | – | 244 |
|
|
2025
Q1 | $2.77K | Hold |
21
| – | – | ﹤0.01% | 217 |
|
|
2024
Q4 | $2.57K | Hold |
21
| – | – | ﹤0.01% | 188 |
|
|
2024
Q3 | $2.84K | Hold |
21
| – | – | ﹤0.01% | 191 |
|
|
2024
Q2 | $3.29K | Hold |
21
| – | – | ﹤0.01% | 177 |
|
|
2024
Q1 | $3.58K | Hold |
21
| – | – | ﹤0.01% | 164 |
|
|
2023
Q4 | $2.73K | Sell |
21
-21
| -50% | -$2.73K | ﹤0.01% | 187 |
|
|
2023
Q3 | $5.95K | Sell |
42
-114
| -73% | -$16.2K | ﹤0.01% | 209 |
|
|
2023
Q2 | $18.3K | Sell |
156
-311
| -67% | -$36.5K | 0.01% | 186 |
|
|
2023
Q1 | $65.2K | Sell |
467
-1,727
| -79% | -$241K | 0.04% | 141 |
|
|
2022
Q4 | $278K | Buy |
2,194
+20
| +0.9% | +$2.53K | 0.17% | 41 |
|
|
2022
Q3 | $232K | Buy |
2,174
+2,156
| +11,978% | +$230K | 0.15% | 43 |
|
|
2022
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 294 |
|