Wealthspire Advisors (New York)’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 | $1.16M | Sell |
8,627
-3,211
| -27% | -$432K | 0.01% | 357 |
|
|
2025
Q1 | $1.56M | Buy |
11,838
+2,085
| +21% | +$275K | 0.01% | 309 |
|
|
2024
Q4 | $1.2M | Sell |
9,753
-1,459
| -13% | -$179K | 0.01% | 336 |
|
|
2024
Q3 | $1.51M | Sell |
11,212
-192
| -2% | -$25.9K | 0.02% | 294 |
|
|
2024
Q2 | $1.79M | Sell |
11,404
-2,525
| -18% | -$396K | 0.02% | 220 |
|
|
2024
Q1 | $2.38M | Sell |
13,929
-144
| -1% | -$24.6K | 0.03% | 179 |
|
|
2023
Q4 | $1.83M | Buy |
14,073
+2,499
| +22% | +$325K | 0.03% | 210 |
|
|
2023
Q3 | $1.64M | Buy |
11,574
+9,835
| +566% | +$1.39M | 0.03% | 194 |
|
|
2023
Q2 | $204K | Sell |
1,739
-20
| -1% | -$2.35K | ﹤0.01% | 526 |
|
|
2023
Q1 | $246K | Sell |
1,759
-545
| -24% | -$76.1K | ﹤0.01% | 473 |
|
|
2022
Q4 | $292K | Buy |
+2,304
| New | +$292K | 0.01% | 463 |
|
|
2022
Q3 | – | Sell |
-1,931
| Closed | -$205K | – | 546 |
|
|
2022
Q2 | $205K | Buy |
+1,931
| New | +$205K | ﹤0.01% | 467 |
|
|
2021
Q2 | – | Sell |
-5,608
| Closed | -$402K | – | 656 |
|
|
2021
Q1 | $402K | Buy |
5,608
+1,808
| +48% | +$130K | 0.01% | 458 |
|
|
2020
Q4 | $215K | Buy |
+3,800
| New | +$215K | 0.01% | 532 |
|
|
2020
Q3 | – | Sell |
-3,524
| Closed | -$207K | – | 339 |
|
|
2020
Q2 | $207K | Sell |
3,524
-4,484
| -56% | -$263K | 0.01% | 257 |
|
|
2020
Q1 | $363K | Buy |
+8,008
| New | +$363K | 0.02% | 344 |
|
|
2019
Q1 | – | Sell |
-331
| Closed | -$25K | – | 770 |
|
|
2018
Q4 | $25K | Buy |
+331
| New | +$25K | ﹤0.01% | 296 |
|