SWMG
Signature Wealth Management Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
+23,191
| New | +$3.12M | 1.23% | 32 |
|
|
2023
Q1 | – | Sell |
-2,285
| Closed | -$290K | – | 97 |
|
|
2022
Q4 | $290K | Sell |
2,285
-343
| -13% | -$43.5K | 0.14% | 82 |
|
|
2022
Q3 | $281K | Sell |
2,628
-25,607
| -91% | -$2.74M | 0.14% | 81 |
|
|
2022
Q2 | $3M | Sell |
28,235
-22,959
| -45% | -$2.44M | 1.46% | 36 |
|
|
2022
Q1 | $5.2M | Buy |
51,194
+3,333
| +7% | +$338K | 2.34% | 5 |
|
|
2021
Q4 | $3.6M | Sell |
47,861
-2,421
| -5% | -$182K | 1.81% | 21 |
|
|
2021
Q3 | $3.55M | Buy |
50,282
+1,915
| +4% | +$135K | 1.97% | 14 |
|
|
2021
Q2 | $3.78M | Buy |
48,367
+214
| +0.4% | +$16.7K | 2.1% | 14 |
|
|
2021
Q1 | $3.45M | Buy |
48,153
+165
| +0.3% | +$11.8K | 2.03% | 12 |
|
|
2020
Q4 | $2.72M | Buy |
47,988
+7,422
| +18% | +$420K | 1.71% | 31 |
|
|
2020
Q3 | $1.76M | Buy |
40,566
+743
| +2% | +$32.2K | 1.26% | 38 |
|
|
2020
Q2 | $2.34M | Buy |
39,823
+1,275
| +3% | +$75K | 1.79% | 32 |
|
|
2020
Q1 | $1.75M | Buy |
38,548
+915
| +2% | +$41.5K | 1.54% | 34 |
|
|
2019
Q4 | $3.52M | Buy |
37,633
+89
| +0.2% | +$8.33K | 2.23% | 14 |
|
|
2019
Q3 | $3.2M | Buy |
37,544
+603
| +2% | +$51.4K | 2.12% | 23 |
|
|
2019
Q2 | $3.02M | Buy |
36,941
+23
| +0.1% | +$1.88K | 2.02% | 27 |
|
|
2019
Q1 | $3.13M | Buy |
36,918
+65
| +0.2% | +$5.51K | 2.19% | 18 |
|
|
2018
Q4 | $2.76M | Sell |
36,853
-91
| -0.2% | -$6.82K | 2.14% | 20 |
|
|
2018
Q3 | $3.23M | Buy |
36,944
+2,479
| +7% | +$217K | 2.4% | 11 |
|
|
2018
Q2 | $3.82M | Sell |
34,465
-157
| -0.5% | -$17.4K | 2.83% | 6 |
|
|
2018
Q1 | $3.21M | Sell |
34,622
-11,970
| -26% | -$1.11M | 2.48% | 9 |
|
|
2017
Q4 | $4.28M | Buy |
+46,592
| New | +$4.28M | 3.14% | 2 |
|