SAG
SageView Advisory Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
3,308
+197
| +6% | +$28.5K | 0.02% | 379 |
|
|
2025
Q1 | $411K | Buy |
3,111
+599
| +24% | +$79.1K | 0.02% | 383 |
|
|
2024
Q4 | $308K | Buy |
2,512
+928
| +59% | +$114K | 0.01% | 459 |
|
|
2024
Q3 | $214K | Sell |
1,584
-364
| -19% | -$49.2K | 0.01% | 481 |
|
|
2024
Q2 | $305K | Buy |
+1,948
| New | +$305K | 0.01% | 425 |
|