OneDigital Investment Advisors’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
7,273
+162
| +2% | +$6.14K | ﹤0.01% | 1211 |
|
|
2025
Q1 | $248K | Buy |
+7,111
| New | +$248K | ﹤0.01% | 1215 |
|
|
2024
Q4 | – | Sell |
-5,435
| Closed | -$227K | – | 1523 |
|
|
2024
Q3 | $227K | Buy |
+5,435
| New | +$227K | ﹤0.01% | 1294 |
|
|
2019
Q3 | – | Sell |
-60
| Closed | -$1K | – | 1108 |
|
|
2019
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1099 |
|
|
2018
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1083 |
|
|
2018
Q3 | – | Sell |
-60
| Closed | -$1K | – | 1269 |
|
|
2018
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q1 | $1K | Sell |
60
-1,283
| -96% | -$21.4K | ﹤0.01% | 1303 |
|
|
2017
Q4 | $34K | Buy |
1,343
+783
| +140% | +$19.8K | ﹤0.01% | 621 |
|
|
2017
Q3 | $13K | Hold |
560
| – | – | ﹤0.01% | 774 |
|
|
2017
Q2 | $13K | Buy |
+560
| New | +$13K | ﹤0.01% | 890 |
|