WealthPLAN Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-858
| Closed | -$101K | – | 1146 |
|
|
2023
Q2 | $101K | Buy |
858
+85
| +11% | +$9.97K | 0.01% | 400 |
|
|
2023
Q1 | $108K | Sell |
773
-1,333
| -63% | -$186K | 0.01% | 407 |
|
|
2022
Q4 | $294K | Buy |
+2,106
| New | +$294K | 0.02% | 317 |
|
|
2020
Q3 | – | Sell |
-5,853
| Closed | -$311K | – | 328 |
|
|
2020
Q2 | $311K | Sell |
5,853
-1,132
| -16% | -$60.1K | 0.03% | 232 |
|
|
2020
Q1 | $415K | Buy |
6,985
+3,526
| +102% | +$209K | 0.05% | 169 |
|
|
2019
Q4 | $294K | Buy |
3,459
+138
| +4% | +$11.7K | 0.03% | 203 |
|
|
2019
Q3 | $333K | Buy |
3,321
+67
| +2% | +$6.72K | 0.05% | 178 |
|
|
2019
Q2 | $256K | Sell |
3,254
-510
| -14% | -$40.1K | 0.04% | 200 |
|
|
2019
Q1 | $314K | Sell |
3,764
-27
| -0.7% | -$2.25K | 0.05% | 194 |
|
|
2018
Q4 | $320K | Buy |
3,791
+203
| +6% | +$17.1K | 0.05% | 187 |
|
|
2018
Q3 | $282K | Buy |
3,588
+468
| +15% | +$36.8K | 0.05% | 196 |
|
|
2018
Q2 | $346K | Sell |
3,120
-428
| -12% | -$47.5K | 0.07% | 178 |
|
|
2018
Q1 | $330K | Buy |
+3,548
| New | +$330K | 0.07% | 192 |
|
|
2016
Q3 | – | Sell |
-357
| Closed | -$18 | – | 1073 |
|
|
2016
Q2 | $18 | Buy |
+357
| New | +$18 | ﹤0.01% | 2489 |
|
|
2015
Q4 | $82 | Buy |
+1,158
| New | +$82 | ﹤0.01% | 1641 |
|