Ropes Wealth Advisors LLC
- SEC CIK
- 0001641652
- Latest filing
- Oct 19, 2023
VLO holding history
Valero Energy Corp in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
VLO overviewAll 13F holders of VLOFull Q3 2023 holdings
- Shares (Q3 2023)
- 1,914
- Value
- $271.2K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 1,914 | $271.2K | 0.1% | −32−1.6% | Reduced | Holders |
| Q2 2023 | 1,946 | $228.3K | <0.1% | −75−3.7% | Reduced | Holders |
| Q1 2023 | 2,021 | $282.1K | 0.1% | +88+4.6% | Added | Holders |
| Q4 2022 | 1,933 | $245.2K | <0.1% | −133−6.4% | Reduced | Holders |
| Q3 2022 | 2,066 | $221.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 2,066 | $220.0K | <0.1% | −247−10.7% | Reduced | Holders |
| Q1 2022 | 2,313 | $235.0K | <0.1% | +2,313 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −3,031−100.0% | Sold out | Holders |
| Q3 2021 | 3,031 | $214.0K | <0.1% | +3,031 | New | Holders |