TrueWealth LLC’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $48K | Buy |
808
+20
| +3% | +$1.19K | 0.02% | 283 |
|
|
2020
Q1 | $36K | Hold |
788
| – | – | 0.02% | 287 |
|
|
2019
Q4 | $74K | Sell |
788
-256
| -25% | -$24K | 0.03% | 232 |
|
|
2019
Q3 | $89K | Buy |
1,044
+3
| +0.3% | +$256 | 0.04% | 212 |
|
|
2019
Q2 | $89K | Sell |
1,041
-17
| -2% | -$1.45K | 0.04% | 209 |
|
|
2019
Q1 | $90K | Buy |
1,058
+250
| +31% | +$21.3K | 0.04% | 208 |
|
|
2018
Q4 | $61K | Hold |
808
| – | – | 0.03% | 229 |
|
|
2018
Q3 | $92K | Sell |
808
-106
| -12% | -$12.1K | 0.04% | 205 |
|
|
2018
Q2 | $101K | Buy |
914
+1
| +0.1% | +$111 | 0.05% | 194 |
|
|
2018
Q1 | $85K | Sell |
913
-15
| -2% | -$1.4K | 0.04% | 212 |
|
|
2017
Q4 | $85K | Buy |
+928
| New | +$85K | 0.04% | 229 |
|