WAG
Wallace Advisory Group’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,936
| Closed | -$215K | – | 197 |
|
|
2025
Q1 | $215K | Sell |
5,936
-82
| -1% | -$2.97K | 0.15% | 168 |
|
|
2024
Q4 | $252K | Buy |
6,018
+275
| +5% | +$11.5K | 0.17% | 152 |
|
|
2024
Q3 | $248K | Sell |
5,743
-67
| -1% | -$2.89K | 0.18% | 147 |
|
|
2024
Q2 | $251K | Buy |
5,810
+55
| +1% | +$2.38K | 0.18% | 145 |
|
|
2024
Q1 | $216K | Buy |
+5,755
| New | +$216K | 0.16% | 152 |
|