Wealthspire Advisors (Maryland)’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,447
| Closed | -$203K | – | 548 |
|
|
2020
Q2 | $203K | Sell |
3,447
-997
| -22% | -$58.7K | 0.01% | 420 |
|
|
2020
Q1 | $202K | Sell |
4,444
-554
| -11% | -$25.2K | 0.02% | 393 |
|
|
2019
Q4 | $468K | Sell |
4,998
-29
| -0.6% | -$2.72K | 0.03% | 289 |
|
|
2019
Q3 | $428K | Sell |
5,027
-86
| -2% | -$7.32K | 0.03% | 284 |
|
|
2019
Q2 | $438K | Buy |
5,113
+52
| +1% | +$4.46K | 0.03% | 276 |
|
|
2019
Q1 | $429K | Sell |
5,061
-108
| -2% | -$9.16K | 0.03% | 280 |
|
|
2018
Q4 | $388K | Sell |
5,169
-331
| -6% | -$24.8K | 0.03% | 269 |
|
|
2018
Q3 | $626K | Sell |
5,500
-103
| -2% | -$11.7K | 0.05% | 204 |
|
|
2018
Q2 | $621K | Sell |
5,603
-532
| -9% | -$59K | 0.06% | 197 |
|
|
2018
Q1 | $569K | Buy |
6,135
+728
| +13% | +$67.5K | 0.05% | 220 |
|
|
2017
Q4 | $497K | Sell |
5,407
-113
| -2% | -$10.4K | 0.05% | 251 |
|
|
2017
Q3 | $425K | Buy |
5,520
+9
| +0.2% | +$693 | 0.05% | 269 |
|
|
2017
Q2 | $372K | Buy |
5,511
+398
| +8% | +$26.9K | 0.04% | 290 |
|
|
2017
Q1 | $339K | Sell |
5,113
-442
| -8% | -$29.3K | 0.05% | 263 |
|
|
2016
Q4 | $379K | Sell |
5,555
-5,285
| -49% | -$361K | 0.06% | 226 |
|
|
2016
Q3 | $575K | Buy |
10,840
+4,772
| +79% | +$253K | 0.09% | 153 |
|
|
2016
Q2 | $309K | Sell |
6,068
-1,008
| -14% | -$51.3K | 0.05% | 245 |
|
|
2016
Q1 | $454K | Buy |
7,076
+4,680
| +195% | +$300K | 0.08% | 170 |
|
|
2015
Q4 | $169K | Buy |
+2,396
| New | +$169K | 0.03% | 399 |
|