Bell Investment Advisors’s Valvoline VVV Stock Holding History

Bell Investment Advisors’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
2026 Q1	$3.3K	Hold	98	–	–	﹤0.01%	1130
2025 Q4	$2.85K	Hold	98	–	–	﹤0.01%	1217
2025 Q3	$3.52K	Hold	98	–	–	﹤0.01%	1088
2025 Q2	$3.71K	Sell	98 -25	-20%	-$874	﹤0.01%	1120
2025 Q1	$4.28K	Sell	123 -13	-10%	-$474	﹤0.01%	984
2024 Q4	$4.92K	Sell	136 -2	-1%	-$80	﹤0.01%	934
2024 Q3	$5.78K	Hold	138	–	–	﹤0.01%	860
2024 Q2	$5.96K	Buy	138 +25	+22%	+$1.05K	﹤0.01%	839
2024 Q1	$5.04K	Hold	113	–	–	﹤0.01%	914
2023 Q4	$4.25K	Sell	113 -16	-12%	-$536	﹤0.01%	967
2023 Q3	$4.16K	Sell	129 -8	-6%	-$281	﹤0.01%	900
2023 Q2	$5.14K	Sell	137 -41	-23%	-$1.49K	﹤0.01%	811
2023 Q1	$6.22K	Buy	178 +23	+15%	+$800	﹤0.01%	680
2022 Q4	$5.06K	Buy	155 +35	+29%	+$1.06K	﹤0.01%	805
2022 Q3	$3K	Sell	120 -7	-6%	-$205	﹤0.01%	992
2022 Q2	$4K	Buy	+127	New	+$3.9K	﹤0.01%	864
2021 Q4	$3K	Buy	93 +14	+18%	+$488	﹤0.01%	1047
2021 Q3	$2K	Buy	+79	New	+$2.45K	﹤0.01%	1182

Other funds holding VVV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return