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Spire Wealth Management’s Valvoline VVV Stock Holding History

Spire Wealth 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
2025
Q4 		– Sell
-28
Closed -$1K – 2488
2025
Q3 		$1K Buy
28
+3
+12% +$115 ﹤0.01% 2272
2025
Q2 		$947 Buy
+25
New +$874 ﹤0.01% 2290
2022
Q3 		– Sell
-66
Closed -$2K – 2625
2022
Q2 		$2K Sell
66
-813
-92% -$25K ﹤0.01% 2409
2022
Q1 		$28K Sell
879
-2,408
-73% -$78.7K ﹤0.01% 1670
2021
Q4 		$123K Buy
3,287
+2,141
+187% +$74.7K ﹤0.01% 1314
2021
Q3 		$36K Hold
1,146
– – ﹤0.01% 1614
2021
Q2 		$37K Sell
1,146
-2,415
-68% -$75.1K ﹤0.01% 1617
2021
Q1 		$93K Buy
+3,561
New +$88.8K ﹤0.01% 1429

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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