Wealth Enhancement Advisory Services’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
104,715
-26,620
| -20% | -$3.85M | 0.03% | 504 |
|
|
2025
Q1 | $17.3M | Sell |
131,335
-5,078
| -4% | -$671K | 0.03% | 441 |
|
|
2024
Q4 | $16.7M | Buy |
136,413
+33,710
| +33% | +$4.13M | 0.03% | 413 |
|
|
2024
Q3 | $13.9M | Buy |
102,703
+4,383
| +4% | +$592K | 0.03% | 433 |
|
|
2024
Q2 | $15.4M | Sell |
98,320
-7,726
| -7% | -$1.21M | 0.04% | 385 |
|
|
2024
Q1 | $18.1M | Buy |
106,046
+25,219
| +31% | +$4.3M | 0.05% | 345 |
|
|
2023
Q4 | $10.5M | Buy |
80,827
+1,134
| +1% | +$147K | 0.03% | 421 |
|
|
2023
Q3 | $11.3M | Buy |
79,693
+18,986
| +31% | +$2.69M | 0.04% | 381 |
|
|
2023
Q2 | $7.12M | Sell |
60,707
-11,895
| -16% | -$1.4M | 0.08% | 104 |
|
|
2023
Q1 | $10.1M | Buy |
+72,602
| New | +$10.1M | 0.12% | 90 |
|
|
2020
Q2 | – | Sell |
-41,161
| Closed | -$2.38M | – | 258 |
|
|
2020
Q1 | $2.38M | Buy |
+41,161
| New | +$2.38M | 0.09% | 97 |
|
|
2018
Q2 | – | Sell |
-9,913
| Closed | -$997K | – | 196 |
|
|
2018
Q1 | $997K | Buy |
+9,913
| New | +$997K | 0.07% | 107 |
|
|
2017
Q4 | – | Sell |
-18,400
| Closed | -$1.42M | – | 172 |
|
|
2017
Q3 | $1.42M | Buy |
+18,400
| New | +$1.42M | 0.12% | 80 |
|
|
2016
Q3 | – | Sell |
-21,227
| Closed | -$1.08M | – | 181 |
|
|
2016
Q2 | $1.08M | Buy |
21,227
+2,775
| +15% | +$142K | 0.2% | 107 |
|
|
2016
Q1 | $1.17M | Buy |
18,452
+2,563
| +16% | +$162K | 0.24% | 75 |
|
|
2015
Q4 | $1.12M | Buy |
15,889
+1,173
| +8% | +$83K | 0.28% | 59 |
|
|
2015
Q3 | $967K | Buy |
14,716
+2,024
| +16% | +$133K | 0.29% | 60 |
|
|
2015
Q2 | $795K | Buy |
12,692
+371
| +3% | +$23.2K | 0.25% | 73 |
|
|
2015
Q1 | $784K | Buy |
12,321
+1,683
| +16% | +$107K | 0.3% | 67 |
|
|
2014
Q4 | $527K | Buy |
+10,638
| New | +$527K | 0.21% | 98 |
|