Wealthcare Capital Management’s Valero Energy VLO Stock Holding History

Wealthcare Capital Management’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10	Closed	-$1K	–	646
2021 Q1	$1K	Buy	+10	New	+$680	﹤0.01%	726
2020 Q2	–	Sell	-10	Closed	–	–	239
2020 Q1	$0	Sell	10 -40	-80%	-$2.91K	﹤0.01%	632
2019 Q4	$5K	Buy	50 +40	+400%	+$3.78K	﹤0.01%	258
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	185
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	178
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	185
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	183
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	186
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	188
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	192
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	215
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	179
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	173
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	181
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	179
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	192
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	193
2016 Q1	$1K	Sell	10 -165	-94%	-$10.5K	﹤0.01%	201
2015 Q4	$12K	Hold	175	–	–	﹤0.01%	137
2015 Q3	$11K	Sell	175 -50	-22%	-$3.17K	﹤0.01%	151
2015 Q2	$14K	Sell	225 -272	-55%	-$16.1K	﹤0.01%	182
2015 Q1	$32K	Buy	+497	New	+$27.7K	﹤0.01%	334
2014 Q4	–	Sell	-186	Closed	-$9K	–	259
2014 Q3	$9K	Buy	+186	New	+$9.38K	﹤0.01%	166

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthcare Capital Management's VLO Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Valero Energy (VLO) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in VLO in Q3 2014 and held it in 23 quarters. The position peaked at $32K in Q1 2015. 1,044 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

Wealthcare Capital Management reported no remaining Valero Energy position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 10 Valero Energy shares in Q2 2021, an estimated $1K.
Wealthcare Capital Management first reported a position in Valero Energy in Q3 2014 and held it in 23 quarters.
Wealthcare Capital Management's Valero Energy position peaked at $32K in Q1 2015.
1,044 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.