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WR Wealth Planners’s Valvoline VVV Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.27K Hold
35
– – ﹤0.01% 906
2024
Q3 		$1.47K Hold
35
– – ﹤0.01% 942
2024
Q2 		$1.51K Hold
35
– – ﹤0.01% 923
2024
Q1 		$1.56K Buy
+35
New +$1.4K ﹤0.01% 912
2023
Q4 		– Sell
-35
Closed -$1.13K – 849
2023
Q3 		$1.13K Hold
35
– – ﹤0.01% 831
2023
Q2 		$1.31K Hold
35
– – ﹤0.01% 814
2023
Q1 		$1.22K Buy
+35
New +$1.22K ﹤0.01% 826

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's VVV Position: Q4 2024 in Review

WR Wealth Planners held its Valvoline (VVV) position steady in Q4 2024 at 35 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

WR Wealth Planners first reported a position in VVV in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.56K in Q1 2024. 432 funds tracked by Wall St. Rank hold VVV as of Q4 2024.

  • WR Wealth Planners held 35 shares of Valvoline worth $1.27K as of Q4 2024.
  • WR Wealth Planners left its Valvoline share count unchanged in Q4 2024.
  • Valvoline made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #906 holding.
  • WR Wealth Planners first reported a position in Valvoline in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Valvoline position peaked at $1.56K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Valvoline as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.