HR
VVV icon

Howe & Rusling’s Valvoline VVV Stock Holding History

Howe & Rusling’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
2021
Q3 		– Sell
-63
Closed -$2K – 1040
2021
Q2 		$2K Hold
63
– – ﹤0.01% 844
2021
Q1 		$2K Buy
+63
New +$1.57K ﹤0.01% 853
2020
Q3 		– Sell
-153
Closed -$3K – 877
2020
Q2 		$3K Buy
+153
New +$2.6K ﹤0.01% 641
2018
Q2 		– Sell
-71
Closed -$2K – 948
2018
Q1 		$2K Sell
71
-41
-37% -$975 ﹤0.01% 803
2017
Q4 		$3K Buy
112
+22
+24% +$532 ﹤0.01% 664
2017
Q3 		$2K Sell
90
-19
-17% -$426 ﹤0.01% 781
2017
Q2 		$3K Buy
109
+70
+179% +$1.62K ﹤0.01% 750
2017
Q1 		$1K Buy
+39
New +$893 ﹤0.01% 953

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return