WFG Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $44K | Buy |
659
+163
| +33% | +$10.9K | 0.01% | 730 |
|
|
2017
Q1 | $33K | Sell |
496
-3,343
| -87% | -$222K | 0.01% | 771 |
|
|
2016
Q4 | $262K | Buy |
3,839
+1,924
| +100% | +$131K | 0.06% | 307 |
|
|
2016
Q3 | $101K | Buy |
1,915
+330
| +21% | +$17.4K | 0.03% | 518 |
|
|
2016
Q2 | $81K | Sell |
1,585
-1,705
| -52% | -$87.1K | 0.02% | 554 |
|
|
2016
Q1 | $211K | Sell |
3,290
-397
| -11% | -$25.5K | 0.06% | 291 |
|
|
2015
Q4 | $261K | Sell |
3,687
-169
| -4% | -$12K | 0.08% | 245 |
|
|
2015
Q3 | $232K | Buy |
3,856
+4
| +0.1% | +$241 | 0.07% | 260 |
|
|
2015
Q2 | $241K | Buy |
3,852
+4
| +0.1% | +$250 | 0.07% | 292 |
|
|
2015
Q1 | $245K | Buy |
3,848
+729
| +23% | +$46.4K | 0.07% | 299 |
|
|
2014
Q4 | $154K | Buy |
3,119
+506
| +19% | +$25K | 0.03% | 514 |
|
|
2014
Q3 | $121K | Sell |
2,613
-1,060
| -29% | -$49.1K | 0.02% | 596 |
|
|
2014
Q2 | $184K | Buy |
3,673
+855
| +30% | +$42.8K | 0.03% | 464 |
|
|
2014
Q1 | $150K | Sell |
2,818
-1,835
| -39% | -$97.7K | 0.03% | 503 |
|
|
2013
Q4 | $235K | Sell |
4,653
-3,452
| -43% | -$174K | 0.03% | 479 |
|
|
2013
Q3 | $277K | Sell |
8,105
-694
| -8% | -$23.7K | 0.04% | 408 |
|
|
2013
Q2 | $306K | Buy |
+8,799
| New | +$306K | 0.05% | 365 |
|