Visionary Wealth Advisors’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 | $280K | Buy |
2,080
+105
| +5% | +$14.1K | 0.01% | 472 |
|
2025
Q1 | $261K | Buy |
1,975
+100
| +5% | +$13.2K | 0.02% | 476 |
|
2024
Q4 | $230K | Sell |
1,875
-292
| -13% | -$35.8K | 0.01% | 493 |
|
2024
Q3 | $293K | Sell |
2,167
-27
| -1% | -$3.65K | 0.02% | 438 |
|
2024
Q2 | $344K | Buy |
2,194
+17
| +0.8% | +$2.67K | 0.02% | 392 |
|
2024
Q1 | $372K | Sell |
2,177
-90
| -4% | -$15.4K | 0.03% | 375 |
|
2023
Q4 | $295K | Sell |
2,267
-218
| -9% | -$28.3K | 0.02% | 395 |
|
2023
Q3 | $352K | Buy |
2,485
+23
| +0.9% | +$3.26K | 0.03% | 346 |
|
2023
Q2 | $289K | Sell |
2,462
-172
| -7% | -$20.2K | 0.02% | 371 |
|
2023
Q1 | $368K | Sell |
2,634
-18
| -0.7% | -$2.51K | 0.03% | 320 |
|
2022
Q4 | $336K | Buy |
2,652
+1
| +0% | +$127 | 0.03% | 301 |
|
2022
Q3 | $283K | Sell |
2,651
-149
| -5% | -$15.9K | 0.03% | 310 |
|
2022
Q2 | $298K | Buy |
2,800
+47
| +2% | +$5K | 0.03% | 325 |
|
2022
Q1 | $280K | Sell |
2,753
-1,587
| -37% | -$161K | 0.02% | 343 |
|
2021
Q4 | $326K | Sell |
4,340
-125
| -3% | -$9.39K | 0.03% | 283 |
|
2021
Q3 | $315K | Buy |
4,465
+162
| +4% | +$11.4K | 0.03% | 245 |
|
2021
Q2 | $336K | Buy |
4,303
+714
| +20% | +$55.8K | 0.03% | 252 |
|
2021
Q1 | $257K | Buy |
+3,589
| New | +$257K | 0.03% | 279 |
|