EWA
VVV icon

EverSource Wealth Advisors’s Valvoline VVV Stock Holding History

EverSource Wealth 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
2026
Q1 		$20.4K Sell
606
-101
-14% -$3.49K ﹤0.01% 2492
2025
Q4 		$20.5K Sell
707
-255
-27% -$8.19K ﹤0.01% 2367
2025
Q3 		$34.5K Sell
962
-496
-34% -$18.9K ﹤0.01% 1973
2025
Q2 		$55.2K Buy
1,458
+691
+90% +$24.2K ﹤0.01% 1553
2025
Q1 		$26.7K Buy
767
+480
+167% +$17.5K ﹤0.01% 1542
2024
Q4 		$10.4K Buy
287
+106
+59% +$4.24K ﹤0.01% 1970
2024
Q3 		$7.58K Buy
181
+11
+6% +$467 ﹤0.01% 2019
2024
Q2 		$7.91K Hold
170
– – ﹤0.01% 1993
2024
Q1 		$7.23K Buy
170
+136
+400% +$5.42K ﹤0.01% 1855
2023
Q4 		$1.28K Buy
+34
New +$1.14K ﹤0.01% 2318
2023
Q3 		– Sell
-14
Closed -$525 – 2686
2023
Q2 		$525 Buy
+14
New +$508 ﹤0.01% 2348

Other funds holding VVV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return