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Boomfish Wealth Group’s Valvoline VVV Stock Holding History

Boomfish Wealth Group’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
-9,936
Closed -$359K – 91
2024
Q4 		$359K Sell
9,936
-19,777
-67% -$791K 0.22% 77
2024
Q3 		$1.24M Sell
29,713
-1,659
-5% -$70.5K 0.76% 62
2024
Q2 		$1.36M Buy
31,372
+2
+0% +$84 0.88% 52
2024
Q1 		$1.4M Sell
31,370
-742
-2% -$29.6K 0.94% 46
2023
Q4 		$1.21M Buy
+32,112
New +$1.08M 0.87% 56

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

Boomfish Wealth Group's VVV Position: Q1 2025 in Review

Boomfish Wealth Group sold out of Valvoline (VVV) in Q1 2025, closing a stake of 9,936 shares — an estimated $359K sold.

Boomfish Wealth Group first reported a position in VVV in Q4 2023 and held it in 5 quarters. The position peaked at $1.4M in Q1 2024. 417 funds tracked by Wall St. Rank hold VVV as of Q1 2025.

  • Boomfish Wealth Group reported no remaining Valvoline position as of Q1 2025 after selling out during the quarter.
  • Boomfish Wealth Group sold 9,936 Valvoline shares in Q1 2025, an estimated $359K.
  • Boomfish Wealth Group first reported a position in Valvoline in Q4 2023 and held it in 5 quarters.
  • Boomfish Wealth Group's Valvoline position peaked at $1.4M in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Valvoline as of Q1 2025.

Based on Boomfish Wealth Group's 13F filing for Q1 2025, filed 18 Apr 2025.