AWM
VVV icon

Avior Wealth Management’s Valvoline VVV Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-1
Closed -$36 – 2310
2024
Q4 		$36 Buy
+1
New +$40 ﹤0.01% 2433
2024
Q2 		– Sell
-270
Closed -$12K – 3718
2024
Q1 		$12K Buy
+270
New +$10.8K ﹤0.01% 1797
2019
Q1 		– Sell
-7,439
Closed -$143K – 721
2018
Q4 		$143K Hold
7,439
– – 0.03% 376
2018
Q3 		$160K Hold
7,439
– – 0.03% 386
2018
Q2 		$160K Sell
7,439
-87
-1% -$1.84K 0.04% 377
2018
Q1 		$167K Sell
7,526
-511
-6% -$12.2K 0.04% 356
2017
Q4 		$201K Buy
+8,037
New +$194K 0.05% 327

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return