TW
Transform Wealth’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $314K | Hold |
2,379
| – | – | 0.02% | 205 |
|
|
2024
Q4 | $292K | Buy |
+2,379
| New | +$292K | 0.02% | 218 |
|
|
2020
Q3 | – | Sell |
-17,019
| Closed | -$1M | – | 236 |
|
|
2020
Q2 | $1M | Sell |
17,019
-38,216
| -69% | -$2.25M | 0.17% | 101 |
|
|
2020
Q1 | $2.51M | Buy |
55,235
+3,917
| +8% | +$178K | 0.53% | 66 |
|
|
2019
Q4 | $4.81M | Buy |
51,318
+2,284
| +5% | +$214K | 0.76% | 54 |
|
|
2019
Q3 | $4.18M | Buy |
49,034
+1,392
| +3% | +$119K | 0.74% | 59 |
|
|
2019
Q2 | $4.08M | Buy |
47,642
+3,982
| +9% | +$341K | 0.6% | 65 |
|
|
2019
Q1 | $3.7M | Buy |
43,660
+2,968
| +7% | +$252K | 0.69% | 63 |
|
|
2018
Q4 | $3.05M | Buy |
40,692
+2,041
| +5% | +$153K | 0.63% | 64 |
|
|
2018
Q3 | $4.4M | Buy |
38,651
+3,579
| +10% | +$407K | 0.76% | 52 |
|
|
2018
Q2 | $3.89M | Buy |
35,072
+2,394
| +7% | +$265K | 0.7% | 55 |
|
|
2018
Q1 | $3.03M | Sell |
32,678
-44,918
| -58% | -$4.17M | 0.58% | 60 |
|
|
2017
Q4 | $7.13M | Buy |
77,596
+48,984
| +171% | +$4.5M | 1.31% | 15 |
|
|
2017
Q3 | $2.2M | Buy |
+28,612
| New | +$2.2M | 0.77% | 35 |
|