Simplicity Wealth’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 | $871K | Buy |
6,477
+3,616
| +126% | +$486K | 0.04% | 355 |
|
|
2025
Q1 | $378K | Buy |
2,861
+27
| +1% | +$3.57K | 0.03% | 388 |
|
|
2024
Q4 | $347K | Buy |
2,834
+227
| +9% | +$27.8K | 0.07% | 210 |
|
|
2024
Q3 | $352K | Sell |
2,607
-7,873
| -75% | -$1.06M | 0.03% | 365 |
|
|
2024
Q2 | $1.64M | Buy |
10,480
+539
| +5% | +$84.5K | 0.04% | 391 |
|
|
2024
Q1 | $1.7M | Buy |
+9,941
| New | +$1.7M | 0.04% | 384 |
|