RPg Family Wealth Advisory’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-257
Closed -$28.5K 276
2018
Q2
$28.5K Buy
+257
New +$28.5K 0.02% 145
2018
Q1
Sell
-53,982
Closed -$4.96M 290
2017
Q4
$4.96M Sell
53,982
-5,613
-9% -$516K 4.2% 6
2017
Q3
$4.58M Buy
+59,595
New +$4.58M 3.75% 7