WealthSource Partners’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $254K | Sell |
1,952
-10
| -0.5% | -$1.3K | 0.02% | 442 |
|
|
2023
Q3 | $278K | Buy |
1,962
+234
| +14% | +$33.2K | 0.02% | 412 |
|
|
2023
Q2 | $203K | Buy |
1,728
+15
| +0.9% | +$1.76K | 0.01% | 469 |
|
|
2023
Q1 | $239K | Sell |
1,713
-57
| -3% | -$7.96K | 0.02% | 448 |
|
|
2022
Q4 | $225K | Sell |
1,770
-2,498
| -59% | -$317K | 0.02% | 451 |
|
|
2022
Q3 | $456K | Sell |
4,268
-2,465
| -37% | -$263K | 0.03% | 317 |
|
|
2022
Q2 | $716K | Sell |
6,733
-124
| -2% | -$13.2K | 0.05% | 244 |
|
|
2022
Q1 | $696K | Buy |
6,857
+170
| +3% | +$17.3K | 0.05% | 280 |
|
|
2021
Q4 | $502K | Buy |
6,687
+21
| +0.3% | +$1.58K | 0.04% | 309 |
|
|
2021
Q3 | $470K | Buy |
6,666
+22
| +0.3% | +$1.55K | 0.04% | 303 |
|
|
2021
Q2 | $519K | Buy |
+6,644
| New | +$519K | 0.05% | 263 |
|