Mount Yale Investment Advisors’s Valvoline VVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8K | Buy |
+1,130
| New | +$42.8K | ﹤0.01% | 857 |
|
|
2025
Q1 | – | Sell |
-18,012
| Closed | -$652K | – | 575 |
|
|
2024
Q4 | $652K | Sell |
18,012
-113
| -0.6% | -$4.09K | 0.05% | 295 |
|
|
2024
Q3 | $759K | Buy |
18,125
+2,221
| +14% | +$92.9K | 0.07% | 252 |
|
|
2024
Q2 | $687K | Sell |
15,904
-512
| -3% | -$22.1K | 0.05% | 278 |
|
|
2024
Q1 | $732K | Sell |
16,416
-258
| -2% | -$11.5K | 0.06% | 289 |
|
|
2023
Q4 | $627K | Buy |
+16,674
| New | +$627K | 0.06% | 280 |
|