Atria Wealth Solutions’s Valvoline VVV Stock Holding History

Atria Wealth Solutions’s Portfolio VVV Stock Details VVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$347K	Sell	9,164 -273	-3%	-$9.54K	0.01%	1084
2025 Q1	$329K	Sell	9,437 -553	-6%	-$20.2K	﹤0.01%	1421
2024 Q4	$361K	Sell	9,990 -19	-0.2%	-$760	﹤0.01%	1433
2024 Q3	$419K	Sell	10,009 -4,940	-33%	-$210K	﹤0.01%	1326
2024 Q2	$646K	Sell	14,949 -3,401	-19%	-$143K	0.01%	1107
2024 Q1	$818K	Sell	18,350 -392	-2%	-$15.6K	0.01%	1004
2023 Q4	$704K	Buy	18,742 +6,337	+51%	+$212K	0.01%	1033
2023 Q3	$400K	Sell	12,405 -298	-2%	-$10.5K	0.01%	1244
2023 Q2	$476K	Buy	12,703 +532	+4%	+$19.3K	0.01%	1184
2023 Q1	$425K	Buy	12,171 +65	+0.5%	+$2.26K	0.01%	1221
2022 Q4	$395K	Sell	12,106 -584	-5%	-$17.7K	0.01%	1203
2022 Q3	$322K	Sell	12,690 -122	-1%	-$3.57K	0.01%	1257
2022 Q2	$369K	Hold	12,812	–	–	0.01%	1117
2022 Q1	$404K	Buy	+12,812	New	+$419K	0.01%	1178

Other funds holding VVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return