QWP
Quotient Wealth Partners’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,524
| Closed | -$201K | – | 355 |
|
|
2025
Q1 | $201K | Buy |
+1,524
| New | +$201K | 0.01% | 325 |
|
|
2024
Q3 | – | Sell |
-1,301
| Closed | -$204K | – | 327 |
|
|
2024
Q2 | $204K | Buy |
1,301
+127
| +11% | +$19.9K | 0.01% | 302 |
|
|
2024
Q1 | $200K | Buy |
+1,174
| New | +$200K | 0.01% | 292 |
|