Trueblood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
1,537
-25
| -2% | -$3.36K | 0.09% | 239 |
|
|
2025
Q1 | $206K | Sell |
1,562
-79
| -5% | -$10.4K | 0.1% | 226 |
|
|
2024
Q4 | $201K | Hold |
1,641
| – | – | 0.1% | 221 |
|
|
2024
Q3 | $222K | Sell |
1,641
-107
| -6% | -$14.4K | 0.11% | 210 |
|
|
2024
Q2 | $274K | Sell |
1,748
-25
| -1% | -$3.92K | 0.15% | 175 |
|
|
2024
Q1 | $303K | Buy |
1,773
+167
| +10% | +$28.5K | 0.17% | 155 |
|
|
2023
Q4 | $209K | Buy |
+1,606
| New | +$209K | 0.13% | 198 |
|