VWA
V Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,226
| Closed | -$965K | – | 361 |
|
|
2023
Q2 | $965K | Buy |
8,226
+35
| +0.4% | +$4.11K | 0.16% | 127 |
|
|
2023
Q1 | $1.14M | Sell |
8,191
-59
| -0.7% | -$8.24K | 0.21% | 101 |
|
|
2022
Q4 | $1.05M | Sell |
8,250
-3,678
| -31% | -$467K | 0.22% | 105 |
|
|
2022
Q3 | $1.28M | Buy |
11,928
+899
| +8% | +$96.1K | 0.26% | 89 |
|
|
2022
Q2 | $1.17M | Buy |
11,029
+2,935
| +36% | +$312K | 0.22% | 112 |
|
|
2022
Q1 | $822K | Sell |
8,094
-1,741
| -18% | -$177K | 0.13% | 173 |
|
|
2021
Q4 | $739K | Sell |
9,835
-466
| -5% | -$35K | 0.11% | 185 |
|
|
2021
Q3 | $727K | Buy |
10,301
+4
| +0% | +$282 | 0.11% | 192 |
|
|
2021
Q2 | $805K | Sell |
10,297
-96
| -0.9% | -$7.51K | 0.13% | 182 |
|
|
2021
Q1 | $744K | Buy |
10,393
+139
| +1% | +$9.95K | 0.14% | 182 |
|
|
2020
Q4 | $580K | Buy |
10,254
+4,740
| +86% | +$268K | 0.12% | 187 |
|
|
2020
Q3 | $239K | Sell |
5,514
-647
| -11% | -$28K | 0.17% | 148 |
|
|
2020
Q2 | $362K | Sell |
6,161
-326
| -5% | -$19.2K | 0.09% | 234 |
|
|
2020
Q1 | $294K | Sell |
6,487
-1,885
| -23% | -$85.4K | 0.09% | 225 |
|
|
2019
Q4 | $714K | Hold |
8,372
| – | – | 0.26% | 107 |
|
|
2019
Q3 | $714K | Buy |
8,372
+1,039
| +14% | +$88.6K | 0.26% | 107 |
|
|
2019
Q2 | $628K | Buy |
7,333
+1,182
| +19% | +$101K | 0.24% | 113 |
|
|
2019
Q1 | $544K | Buy |
6,151
+1,220
| +25% | +$108K | 0.22% | 114 |
|
|
2018
Q4 | $381K | Buy |
4,931
+477
| +11% | +$36.9K | 0.19% | 131 |
|
|
2018
Q3 | $506K | Buy |
4,454
+2
| +0% | +$227 | 0.23% | 111 |
|
|
2018
Q2 | $484K | Buy |
4,452
+402
| +10% | +$43.7K | 0.27% | 99 |
|
|
2018
Q1 | $370K | Hold |
4,050
| – | – | 0.2% | 125 |
|
|
2017
Q4 | $390K | Sell |
4,050
-450
| -10% | -$43.3K | 0.2% | 125 |
|
|
2017
Q3 | $346K | Buy |
4,500
+332
| +8% | +$25.5K | 0.18% | 122 |
|
|
2017
Q2 | $281K | Buy |
+4,168
| New | +$281K | 0.13% | 143 |
|