Walkner Condon Financial Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,603
| Closed | -$352K | – | 294 |
|
|
2024
Q3 | $352K | Buy |
2,603
+140
| +6% | +$18.9K | 0.07% | 195 |
|
|
2024
Q2 | $386K | Sell |
2,463
-88
| -3% | -$13.8K | 0.08% | 171 |
|
|
2024
Q1 | $435K | Buy |
2,551
+475
| +23% | +$81.1K | 0.09% | 169 |
|
|
2023
Q4 | $270K | Buy |
2,076
+41
| +2% | +$5.33K | 0.06% | 221 |
|
|
2023
Q3 | $288K | Buy |
2,035
+218
| +12% | +$30.9K | 0.08% | 198 |
|
|
2023
Q2 | $213K | Buy |
1,817
+271
| +18% | +$31.8K | 0.06% | 226 |
|
|
2023
Q1 | $216K | Buy |
+1,546
| New | +$216K | 0.06% | 216 |
|
|
2022
Q3 | – | Sell |
-2,729
| Closed | -$290K | – | 230 |
|
|
2022
Q2 | $290K | Buy |
+2,729
| New | +$290K | 0.09% | 175 |
|