RDWM
Red Door Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Sell |
3,603
-237
| -6% | -$31.9K | 0.06% | 161 |
|
|
2025
Q1 | $507K | Hold |
3,840
| – | – | 0.08% | 135 |
|
|
2024
Q4 | $471K | Buy |
3,840
+646
| +20% | +$79.2K | 0.07% | 141 |
|
|
2024
Q3 | $431K | Hold |
3,194
| – | – | 0.07% | 140 |
|
|
2024
Q2 | $501K | Buy |
3,194
+113
| +4% | +$17.7K | 0.09% | 115 |
|
|
2024
Q1 | $526K | Sell |
3,081
-551
| -15% | -$94.1K | 0.1% | 110 |
|
|
2023
Q4 | $472K | Buy |
3,632
+500
| +16% | +$65K | 0.1% | 117 |
|
|
2023
Q3 | $444K | Buy |
3,132
+44
| +1% | +$6.24K | 0.11% | 114 |
|
|
2023
Q2 | $362K | Sell |
3,088
-31
| -1% | -$3.64K | 0.08% | 157 |
|
|
2023
Q1 | $435K | Buy |
3,119
+193
| +7% | +$26.9K | 0.14% | 96 |
|
|
2022
Q4 | $371K | Buy |
2,926
+1
| +0% | +$127 | 0.12% | 105 |
|
|
2022
Q3 | $312K | Hold |
2,925
| – | – | 0.12% | 107 |
|
|
2022
Q2 | $310K | Sell |
2,925
-749
| -20% | -$79.4K | 0.11% | 110 |
|
|
2022
Q1 | $373K | Buy |
+3,674
| New | +$373K | 0.13% | 104 |
|
|
2021
Q3 | – | Sell |
-261
| Closed | -$20K | – | 599 |
|
|
2021
Q2 | $20K | Buy |
+261
| New | +$20K | 0.01% | 360 |
|
|
2020
Q3 | – | Sell |
-495
| Closed | -$29K | – | 421 |
|
|
2020
Q2 | $29K | Sell |
495
-70
| -12% | -$4.1K | 0.02% | 224 |
|
|
2020
Q1 | $25K | Buy |
+565
| New | +$25K | 0.02% | 213 |
|