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Buckingham Strategic Wealth’s Valvoline VVV Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$224K Sell
5,188
-13
-0.2% -$546 ﹤0.01% 674
2024
Q1 		$232K Buy
+5,201
New +$207K ﹤0.01% 663

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Buckingham Strategic Wealth's VVV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Valvoline (VVV) stake by 0.25% in Q2 2024, selling an estimated $546 and leaving 5,188 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Buckingham Strategic Wealth first reported a position in VVV in Q1 2024 and has held it in 2 quarters since. The position peaked at $232K in Q1 2024. 407 funds tracked by Wall St. Rank hold VVV as of Q2 2024.

  • Buckingham Strategic Wealth held 5,188 shares of Valvoline worth $224K as of Q2 2024.
  • Buckingham Strategic Wealth sold 13 Valvoline shares in Q2 2024, an estimated $546.
  • Valvoline made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #674 holding.
  • Buckingham Strategic Wealth first reported a position in Valvoline in Q1 2024 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's Valvoline position peaked at $232K in Q1 2024.
  • 407 funds tracked by Wall St. Rank held Valvoline as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.