LWAM
VVV icon

Legacy Wealth Asset Management’s Valvoline VVV Stock Holding History

Legacy Wealth Asset Management’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
Q2 		$297K Sell
7,524
-405
-5% -$14.1K 0.07% 320
2026
Q1 		$267K Buy
+7,929
New +$274K 0.07% 323
2025
Q4 		– Sell
-5,584
Closed -$201K – 385
2025
Q3 		$201K Sell
5,584
-447
-7% -$17.1K 0.05% 356
2025
Q2 		$228K Buy
6,031
+166
+3% +$5.8K 0.06% 335
2025
Q1 		$204K Sell
5,865
-2,767
-32% -$101K 0.06% 331
2024
Q4 		$312K Sell
8,632
-349
-4% -$14K 0.09% 304
2024
Q3 		$376K Buy
8,981
+1,575
+21% +$66.9K 0.1% 279
2024
Q2 		$320K Sell
7,406
-6
-0.1% -$252 0.09% 288
2024
Q1 		$330K Buy
7,412
+108
+1% +$4.31K 0.09% 286
2023
Q4 		$274K Buy
+7,304
New +$245K 0.09% 301

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return