Sugarloaf Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $51.3K | Hold |
418
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $56.5K | Hold |
418
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $65.5K | Hold |
418
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $71.4K | Hold |
418
| – | – | 0.01% | 258 |
|
|
2023
Q4 | $54.3K | Buy |
418
+1
| +0.2% | +$130 | 0.01% | 279 |
|
|
2023
Q3 | $59.1K | Hold |
417
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $48.9K | Buy |
417
+1
| +0.2% | +$117 | 0.01% | 293 |
|
|
2023
Q1 | $58.1K | Hold |
416
| – | – | 0.01% | 267 |
|
|
2022
Q4 | $52.7K | Buy |
416
+1
| +0.2% | +$127 | 0.01% | 274 |
|
|
2022
Q3 | $45K | Buy |
+415
| New | +$45K | 0.01% | 297 |
|
|
2022
Q2 | – | Sell |
-847
| Closed | -$86K | – | 828 |
|
|
2022
Q1 | $86K | Buy |
847
+495
| +141% | +$50.3K | 0.02% | 207 |
|
|
2021
Q4 | $26K | Hold |
352
| – | – | 0.01% | 389 |
|
|
2021
Q3 | $25K | Hold |
352
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $27K | Hold |
352
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $25 | Hold |
352
| – | – | 0.01% | 370 |
|
|
2020
Q4 | $20K | Hold |
352
| – | – | 0.01% | 386 |
|
|
2020
Q3 | $15K | Hold |
352
| – | – | 0.01% | 405 |
|
|
2020
Q2 | $21K | Hold |
352
| – | – | 0.01% | 347 |
|
|
2020
Q1 | $16K | Hold |
352
| – | – | 0.01% | 373 |
|
|
2019
Q4 | $33K | Buy |
+352
| New | +$33K | 0.01% | 300 |
|