Redwood Wealth Management Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $212K | Sell |
1,577
-8
| -0.5% | -$1.08K | 0.1% | 170 |
|
2025
Q1 | $209K | Buy |
+1,585
| New | +$209K | 0.11% | 152 |
|
2024
Q4 | – | Sell |
-3,900
| Closed | -$527K | – | 169 |
|
2024
Q3 | $527K | Sell |
3,900
-163
| -4% | -$22K | 0.26% | 83 |
|
2024
Q2 | $637K | Buy |
4,063
+52
| +1% | +$8.15K | 0.48% | 44 |
|
2024
Q1 | $685K | Sell |
4,011
-132
| -3% | -$22.5K | 0.73% | 36 |
|
2023
Q4 | $539K | Sell |
4,143
-46
| -1% | -$5.98K | 0.6% | 46 |
|
2023
Q3 | $594K | Sell |
4,189
-177
| -4% | -$25.1K | 0.69% | 41 |
|
2023
Q2 | $512K | Buy |
4,366
+168
| +4% | +$19.7K | 0.57% | 51 |
|
2023
Q1 | $586K | Buy |
4,198
+107
| +3% | +$14.9K | 0.66% | 43 |
|
2022
Q4 | $519K | Buy |
+4,091
| New | +$519K | 0.65% | 44 |
|