PWAG
Polaris Wealth Advisory Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-161,585
| Closed | -$16.7M | – | 177 |
|
|
2022
Q1 | $16.7M | Buy |
+161,585
| New | +$16.7M | 1.12% | 32 |
|
|
2021
Q4 | – | Sell |
-331,319
| Closed | -$25.1M | – | 196 |
|
|
2021
Q3 | $25.1M | Buy |
+331,319
| New | +$25.1M | 1.51% | 25 |
|
|
2018
Q4 | – | Sell |
-2,046
| Closed | -$233K | – | 451 |
|
|
2018
Q3 | $233K | Buy |
+2,046
| New | +$233K | 0.02% | 147 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$37K | – | 428 |
|
|
2018
Q1 | $37K | Buy |
+400
| New | +$37K | ﹤0.01% | 242 |
|
|
2017
Q2 | – | Sell |
-274,794
| Closed | -$18.2M | – | 136 |
|
|
2017
Q1 | $18.2M | Buy |
+274,794
| New | +$18.2M | 1.99% | 19 |
|
|
2016
Q1 | – | Sell |
-137,553
| Closed | -$9.73M | – | 147 |
|
|
2015
Q4 | $9.73M | Buy |
137,553
+26,733
| +24% | +$1.89M | 1.57% | 29 |
|
|
2015
Q3 | $6.66M | Buy |
+110,820
| New | +$6.66M | 1.36% | 39 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$15K | – | 200 |
|
|
2013
Q4 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 132 |
|