TA
TruWealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,936
| Closed | -$261K | – | 173 |
|
|
2024
Q3 | $261K | Sell |
1,936
-195
| -9% | -$26.3K | 0.02% | 140 |
|
|
2024
Q2 | $334K | Buy |
2,131
+28
| +1% | +$4.39K | 0.02% | 125 |
|
|
2024
Q1 | $359K | Hold |
2,103
| – | – | 0.03% | 120 |
|
|
2023
Q4 | $273K | Buy |
2,103
+12
| +0.6% | +$1.56K | 0.02% | 123 |
|
|
2023
Q3 | $296K | Hold |
2,091
| – | – | 0.03% | 112 |
|
|
2023
Q2 | $245K | Sell |
2,091
-88
| -4% | -$10.3K | 0.02% | 134 |
|
|
2023
Q1 | $304K | Buy |
2,179
+68
| +3% | +$9.49K | 0.03% | 114 |
|
|
2022
Q4 | $268K | Sell |
2,111
-39
| -2% | -$4.95K | 0.03% | 120 |
|
|
2022
Q3 | $230K | Buy |
+2,150
| New | +$230K | 0.02% | 120 |
|
|
2021
Q1 | – | Sell |
-3,880
| Closed | -$220K | – | 116 |
|
|
2020
Q4 | $220K | Buy |
+3,880
| New | +$220K | 0.03% | 101 |
|