WA
Wealth Architects’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,777
| Closed | -$295K | – | 190 |
|
|
2022
Q2 | $295K | Buy |
2,777
+9
| +0.3% | +$956 | 0.06% | 141 |
|
|
2022
Q1 | $281K | Buy |
+2,768
| New | +$281K | 0.05% | 158 |
|
|
2020
Q1 | – | Sell |
-3,269
| Closed | -$306K | – | 149 |
|
|
2019
Q4 | $306K | Buy |
3,269
+49
| +2% | +$4.59K | 0.09% | 92 |
|
|
2019
Q3 | $274K | Sell |
3,220
-6
| -0.2% | -$511 | 0.08% | 101 |
|
|
2019
Q2 | $276K | Buy |
3,226
+136
| +4% | +$11.6K | 0.08% | 103 |
|
|
2019
Q1 | $262K | Sell |
3,090
-237
| -7% | -$20.1K | 0.08% | 105 |
|
|
2018
Q4 | $249K | Sell |
3,327
-19
| -0.6% | -$1.42K | 0.09% | 98 |
|
|
2018
Q3 | $381K | Buy |
3,346
+37
| +1% | +$4.21K | 0.12% | 77 |
|
|
2018
Q2 | $367K | Sell |
3,309
-6
| -0.2% | -$665 | 0.12% | 70 |
|
|
2018
Q1 | $308K | Hold |
3,315
| – | – | 0.1% | 84 |
|
|
2017
Q4 | $305K | Hold |
3,315
| – | – | 0.1% | 95 |
|
|
2017
Q3 | $255K | Sell |
3,315
-3
| -0.1% | -$231 | 0.09% | 106 |
|
|
2017
Q2 | $223K | Sell |
3,318
-3
| -0.1% | -$202 | 0.08% | 108 |
|
|
2017
Q1 | $220K | Sell |
3,321
-120
| -3% | -$7.95K | 0.09% | 108 |
|
|
2016
Q4 | $235K | Buy |
+3,441
| New | +$235K | 0.1% | 104 |
|
|
2016
Q2 | – | Sell |
-3,495
| Closed | -$224K | – | 118 |
|
|
2016
Q1 | $224K | Sell |
3,495
-595
| -15% | -$38.1K | 0.11% | 103 |
|
|
2015
Q4 | $289K | Buy |
+4,090
| New | +$289K | 0.14% | 94 |
|