Valmark Advisers’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,412
| Closed | -$221K | – | 599 |
|
|
2024
Q2 | $221K | Buy |
1,412
+133
| +10% | +$20.8K | ﹤0.01% | 531 |
|
|
2024
Q1 | $218K | Buy |
+1,279
| New | +$218K | ﹤0.01% | 511 |
|
|
2023
Q4 | – | Sell |
-1,629
| Closed | -$231K | – | 508 |
|
|
2023
Q3 | $231K | Buy |
+1,629
| New | +$231K | ﹤0.01% | 440 |
|
|
2023
Q2 | – | Sell |
-1,615
| Closed | -$225K | – | 491 |
|
|
2023
Q1 | $225K | Buy |
1,615
+36
| +2% | +$5.03K | ﹤0.01% | 437 |
|
|
2022
Q4 | $200K | Buy |
+1,579
| New | +$200K | ﹤0.01% | 436 |
|