Wealthcare Advisory Partners’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 | $561K | Buy |
4,171
+371
| +10% | +$49.9K | 0.01% | 614 |
|
|
2025
Q1 | $502K | Sell |
3,800
-27
| -0.7% | -$3.57K | 0.01% | 595 |
|
|
2024
Q4 | $469K | Buy |
3,827
+201
| +6% | +$24.6K | 0.01% | 583 |
|
|
2024
Q3 | $490K | Buy |
3,626
+185
| +5% | +$25K | 0.01% | 574 |
|
|
2024
Q2 | $539K | Sell |
3,441
-1,304
| -27% | -$204K | 0.02% | 523 |
|
|
2024
Q1 | $810K | Buy |
4,745
+737
| +18% | +$126K | 0.03% | 428 |
|
|
2023
Q4 | $521K | Buy |
4,008
+53
| +1% | +$6.89K | 0.02% | 481 |
|
|
2023
Q3 | $560K | Buy |
3,955
+126
| +3% | +$17.9K | 0.03% | 405 |
|
|
2023
Q2 | $449K | Buy |
3,829
+232
| +6% | +$27.2K | 0.02% | 468 |
|
|
2023
Q1 | $502K | Buy |
3,597
+165
| +5% | +$23K | 0.02% | 458 |
|
|
2022
Q4 | $435K | Buy |
3,432
+825
| +32% | +$105K | 0.02% | 452 |
|
|
2022
Q3 | $279K | Buy |
2,607
+61
| +2% | +$6.53K | 0.02% | 497 |
|
|
2022
Q2 | $271K | Sell |
2,546
-456
| -15% | -$48.5K | 0.02% | 459 |
|
|
2022
Q1 | $305K | Sell |
3,002
-501
| -14% | -$50.9K | 0.02% | 412 |
|
|
2021
Q4 | $263K | Sell |
3,503
-415
| -11% | -$31.2K | 0.02% | 478 |
|
|
2021
Q3 | $276K | Sell |
3,918
-1,521
| -28% | -$107K | 0.02% | 441 |
|
|
2021
Q2 | $425K | Sell |
5,439
-105
| -2% | -$8.21K | 0.03% | 349 |
|
|
2021
Q1 | $397K | Buy |
5,544
+1,051
| +23% | +$75.3K | 0.03% | 335 |
|
|
2020
Q4 | $254K | Buy |
+4,493
| New | +$254K | 0.02% | 354 |
|
|
2020
Q2 | – | Sell |
-909
| Closed | -$41K | – | 1316 |
|
|
2020
Q1 | $41K | Buy |
909
+16
| +2% | +$722 | 0.01% | 553 |
|
|
2019
Q4 | $84K | Sell |
893
-391
| -30% | -$36.8K | 0.01% | 437 |
|
|
2019
Q3 | $109K | Buy |
1,284
+233
| +22% | +$19.8K | 0.02% | 363 |
|
|
2019
Q2 | $90K | Buy |
1,051
+558
| +113% | +$47.8K | 0.01% | 400 |
|
|
2019
Q1 | $42K | Buy |
493
+4
| +0.8% | +$341 | 0.01% | 507 |
|
|
2018
Q4 | $37K | Buy |
489
+3
| +0.6% | +$227 | 0.01% | 495 |
|
|
2018
Q3 | $55K | Buy |
486
+3
| +0.6% | +$340 | 0.01% | 450 |
|
|
2018
Q2 | $54K | Sell |
483
-8
| -2% | -$894 | 0.01% | 450 |
|
|
2018
Q1 | $46K | Buy |
491
+2
| +0.4% | +$187 | 0.01% | 416 |
|
|
2017
Q4 | $45K | Sell |
489
-87
| -15% | -$8.01K | 0.01% | 392 |
|
|
2017
Q3 | $44K | Buy |
+576
| New | +$44K | 0.01% | 321 |
|