Creative Planning’s Valvoline VVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
8,225
+2,353
| +40% | +$89.1K | ﹤0.01% | 2859 |
|
|
2025
Q1 | $204K | Buy |
5,872
+5,447
| +1,282% | +$190K | ﹤0.01% | 3042 |
|
|
2024
Q4 | $15.4K | Sell |
425
-5,467
| -93% | -$198K | ﹤0.01% | 3344 |
|
|
2024
Q3 | $247K | Sell |
5,892
-444
| -7% | -$18.6K | ﹤0.01% | 2688 |
|
|
2024
Q2 | $274K | Buy |
6,336
+627
| +11% | +$27.1K | ﹤0.01% | 2423 |
|
|
2024
Q1 | $254K | Buy |
5,709
+345
| +6% | +$15.4K | ﹤0.01% | 2374 |
|
|
2023
Q4 | $202K | Buy |
+5,364
| New | +$202K | ﹤0.01% | 2422 |
|
|
2023
Q3 | – | Sell |
-7,026
| Closed | -$264K | – | 2918 |
|
|
2023
Q2 | $264K | Buy |
+7,026
| New | +$264K | ﹤0.01% | 1998 |
|
|
2023
Q1 | – | Sell |
-75
| Closed | -$2.45K | – | 2649 |
|
|
2022
Q4 | $2.45K | Buy |
+75
| New | +$2.45K | ﹤0.01% | 2363 |
|
|
2017
Q3 | – | Sell |
-3,903
| Closed | -$93K | – | 3579 |
|
|
2017
Q2 | $93K | Buy |
+3,903
| New | +$93K | ﹤0.01% | 2030 |
|