RWM
RKL Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,815
| Closed | -$245K | – | 178 |
|
|
2024
Q3 | $245K | Buy |
+1,815
| New | +$245K | 0.02% | 144 |
|
|
2024
Q2 | – | Sell |
-1,233
| Closed | -$210K | – | 158 |
|
|
2024
Q1 | $210K | Buy |
+1,233
| New | +$210K | 0.02% | 151 |
|
|
2020
Q1 | – | Sell |
-2,633
| Closed | -$247K | – | 122 |
|
|
2019
Q4 | $247K | Sell |
2,633
-91
| -3% | -$8.54K | 0.04% | 107 |
|
|
2019
Q3 | $231K | Sell |
2,724
-23
| -0.8% | -$1.95K | 0.04% | 116 |
|
|
2019
Q2 | $236K | Sell |
2,747
-381
| -12% | -$32.7K | 0.04% | 119 |
|
|
2019
Q1 | $265K | Sell |
3,128
-328
| -9% | -$27.8K | 0.05% | 119 |
|
|
2018
Q4 | $257K | Sell |
3,456
-397
| -10% | -$29.5K | 0.06% | 113 |
|
|
2018
Q3 | $439K | Sell |
3,853
-677
| -15% | -$77.1K | 0.09% | 104 |
|
|
2018
Q2 | $502K | Sell |
4,530
-91
| -2% | -$10.1K | 0.11% | 99 |
|
|
2018
Q1 | $430K | Sell |
4,621
-1,834
| -28% | -$171K | 0.1% | 106 |
|
|
2017
Q4 | $591K | Sell |
6,455
-2,537
| -28% | -$232K | 0.15% | 98 |
|
|
2017
Q3 | $693K | Sell |
8,992
-3,911
| -30% | -$301K | 0.19% | 91 |
|
|
2017
Q2 | $868K | Sell |
12,903
-44,554
| -78% | -$3M | 0.28% | 80 |
|
|
2017
Q1 | $6.09M | Buy |
57,457
+38,760
| +207% | +$4.1M | 2.45% | 13 |
|
|
2016
Q4 | $1.28M | Sell |
18,697
-784
| -4% | -$53.5K | 0.62% | 43 |
|
|
2016
Q3 | $1.03M | Buy |
19,481
+3,866
| +25% | +$205K | 0.52% | 48 |
|
|
2016
Q2 | $839K | Buy |
+15,615
| New | +$839K | 0.44% | 47 |
|