SWM
Sendero Wealth Management’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
28,096
+241
| +0.9% | +$9.13K | 0.13% | 94 |
|
|
2025
Q1 | $970K | Buy |
27,855
+7,075
| +34% | +$246K | 0.13% | 93 |
|
|
2024
Q4 | $752K | Buy |
20,780
+5,363
| +35% | +$194K | 0.11% | 103 |
|
|
2024
Q3 | $645K | Hold |
15,417
| – | – | 0.1% | 105 |
|
|
2024
Q2 | $666K | Hold |
15,417
| – | – | 0.11% | 104 |
|
|
2024
Q1 | $687K | Hold |
15,417
| – | – | 0.12% | 106 |
|
|
2023
Q4 | $579K | Buy |
15,417
+5,864
| +61% | +$220K | 0.11% | 109 |
|
|
2023
Q3 | $308K | Buy |
+9,553
| New | +$308K | 0.07% | 134 |
|