YHB Investment Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,368
| Closed | -$222K | – | 186 |
|
|
2019
Q4 | $222K | Buy |
+2,368
| New | +$222K | 0.03% | 178 |
|
|
2018
Q4 | – | Sell |
-2,451
| Closed | -$279K | – | 191 |
|
|
2018
Q3 | $279K | Sell |
2,451
-700
| -22% | -$79.7K | 0.04% | 165 |
|
|
2018
Q2 | $349K | Sell |
3,151
-100
| -3% | -$11.1K | 0.06% | 149 |
|
|
2018
Q1 | $302K | Sell |
3,251
-225
| -6% | -$20.9K | 0.05% | 153 |
|
|
2017
Q4 | $319K | Hold |
3,476
| – | – | 0.05% | 155 |
|
|
2017
Q3 | $267K | Hold |
3,476
| – | – | 0.05% | 160 |
|
|
2017
Q2 | $234K | Hold |
3,476
| – | – | 0.04% | 168 |
|
|
2017
Q1 | $225K | Buy |
3,476
+110
| +3% | +$7.12K | 0.04% | 169 |
|
|
2016
Q4 | $230K | Buy |
+3,366
| New | +$230K | 0.05% | 164 |
|
|
2016
Q2 | – | Sell |
-3,566
| Closed | -$229K | – | 169 |
|
|
2016
Q1 | $229K | Sell |
3,566
-300
| -8% | -$19.3K | 0.06% | 141 |
|
|
2015
Q4 | $273K | Sell |
3,866
-300
| -7% | -$21.2K | 0.06% | 142 |
|
|
2015
Q3 | $250K | Buy |
4,166
+476
| +13% | +$28.6K | 0.06% | 142 |
|
|
2015
Q2 | $231K | Sell |
3,690
-200
| -5% | -$12.5K | 0.05% | 155 |
|
|
2015
Q1 | $247K | Buy |
+3,890
| New | +$247K | 0.06% | 153 |
|