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Charter Oak Advisors’s Valvoline VVV Stock Holding History

Charter Oak Advisors’s Portfolio VVV Stock Details VVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.44M Hold
117,171
– – 1.98% 11
2025
Q1 		$4.08M Sell
117,171
-206,287
-64% -$7.18M 2.91% 11
2024
Q4 		$11.7M Buy
+323,458
New +$11.7M 6.71% 7