True Wealth Design’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 | $8.91K | Sell |
66
-327
| -83% | -$44.2K | ﹤0.01% | 620 |
|
2025
Q1 | $51.9K | Buy |
393
+344
| +702% | +$45.5K | 0.02% | 178 |
|
2024
Q4 | $6.04K | Sell |
49
-227
| -82% | -$28K | ﹤0.01% | 501 |
|
2024
Q3 | $37.3K | Buy |
276
+183
| +197% | +$24.7K | 0.01% | 195 |
|
2024
Q2 | $14.6K | Buy |
93
+9
| +11% | +$1.41K | ﹤0.01% | 225 |
|
2024
Q1 | $14.4K | Buy |
84
+7
| +9% | +$1.2K | ﹤0.01% | 234 |
|
2023
Q4 | $9.96K | Buy |
77
+3
| +4% | +$388 | ﹤0.01% | 230 |
|
2023
Q3 | $10.5K | Buy |
74
+1
| +1% | +$142 | ﹤0.01% | 204 |
|
2023
Q2 | $8.52K | Sell |
73
-5,814
| -99% | -$678K | ﹤0.01% | 220 |
|
2023
Q1 | $822K | Buy |
5,887
+5,815
| +8,076% | +$812K | 0.34% | 53 |
|
2022
Q4 | $9.07K | Buy |
+72
| New | +$9.07K | ﹤0.01% | 226 |
|