TLA
Tanglewood Legacy Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
910
| – | – | 0.05% | 117 |
|
|
2025
Q1 | $120K | Hold |
910
| – | – | 0.05% | 116 |
|
|
2024
Q4 | $112K | Hold |
910
| – | – | 0.05% | 118 |
|
|
2024
Q3 | $123K | Hold |
910
| – | – | 0.05% | 108 |
|
|
2024
Q2 | $143K | Hold |
910
| – | – | 0.07% | 103 |
|
|
2024
Q1 | $155K | Sell |
910
-90
| -9% | -$15.4K | 0.08% | 98 |
|
|
2023
Q4 | $130K | Hold |
1,000
| – | – | 0.07% | 99 |
|
|
2023
Q3 | $142K | Hold |
1,000
| – | – | 0.09% | 97 |
|
|
2023
Q2 | $117K | Hold |
1,000
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $140K | Hold |
1,000
| – | – | 0.09% | 87 |
|
|
2022
Q4 | $127K | Buy |
+1,000
| New | +$127K | 0.09% | 78 |
|