Crewe Advisors’s Valvoline VVV Stock Holding History

Crewe 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
2024 Q3	–	Sell	-448	Closed	-$19.4K	–	992
2024 Q2	$19.4K	Buy	448 +359	+403%	+$15.1K	﹤0.01%	557
2024 Q1	$3.97K	Buy	+89	New	+$3.55K	﹤0.01%	775
2020 Q4	–	Sell	-500	Closed	-$10K	–	649
2020 Q3	$10K	Hold	500	–	–	﹤0.01%	253
2020 Q2	$10K	Hold	500	–	–	﹤0.01%	165
2020 Q1	$7K	Hold	500	–	–	﹤0.01%	154
2019 Q4	$11K	Hold	500	–	–	﹤0.01%	180
2019 Q3	$11K	Hold	500	–	–	0.01%	180
2019 Q2	$10K	Hold	500	–	–	﹤0.01%	213
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	185
2018 Q4	$10K	Hold	500	–	–	﹤0.01%	184
2018 Q3	$11K	Hold	500	–	–	0.01%	193
2018 Q2	$11K	Hold	500	–	–	0.01%	208
2018 Q1	$11K	Hold	500	–	–	0.01%	219
2017 Q4	$13K	Buy	+500	New	+$12.1K	0.01%	211

Other funds holding VVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return