Toth Financial Advisory’s Valvoline VVV Stock Holding History

Toth Financial Advisory’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
2022 Q4	–	Sell	-2,875	Closed	-$73K	–	811
2022 Q3	$73K	Sell	2,875 -1,865	-39%	-$54.6K	0.01%	238
2022 Q2	$137K	Buy	4,740 +1,055	+29%	+$32.4K	0.02%	195
2022 Q1	$116K	Sell	3,685 -20,565	-85%	-$672K	0.02%	221
2021 Q4	$904K	Buy	+24,250	New	+$846K	0.12%	129

Other funds holding VVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Toth Financial Advisory's VVV Position: Q4 2022 in Review

Toth Financial Advisory sold out of Valvoline (VVV) in Q4 2022, closing a stake of 2,875 shares — an estimated $73K sold.

Toth Financial Advisory first reported a position in VVV in Q4 2021 and held it in 4 quarters. The position peaked at $904K in Q4 2021. 374 funds tracked by Wall St. Rank hold VVV as of Q4 2022.

Toth Financial Advisory reported no remaining Valvoline position as of Q4 2022 after selling out during the quarter.
Toth Financial Advisory sold 2,875 Valvoline shares in Q4 2022, an estimated $73K.
Toth Financial Advisory first reported a position in Valvoline in Q4 2021 and held it in 4 quarters.
Toth Financial Advisory's Valvoline position peaked at $904K in Q4 2021.
374 funds tracked by Wall St. Rank held Valvoline as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.