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Opal Wealth Advisors’s Valvoline VVV Stock Holding History

Opal 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
2025
Q3 		– Sell
-1,039
Closed -$39.3K – 547
2025
Q2 		$39.3K Buy
1,039
+22
+2% +$769 0.01% 417
2025
Q1 		$35.4K Buy
+1,017
New +$37.1K 0.01% 407
2024
Q3 		– Sell
-1,226
Closed -$53K – 1156
2024
Q2 		$53K Sell
1,226
-1,574
-56% -$66.1K 0.02% 350
2024
Q1 		$125K Buy
+2,800
New +$112K 0.04% 186
2022
Q2 		– Sell
-6,560
Closed -$207K – 127
2022
Q1 		$207K Buy
+6,560
New +$214K 0.18% 97

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $915M AUM 8.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return