AWM
VMC icon

AE Wealth Management’s Vulcan Materials VMC Stock Holding History

AE Wealth Management’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,925
Closed -$650K – 1970
2023
Q4 		$650K Buy
2,925
+1
+0% +$212 ﹤0.01% 1314
2023
Q3 		$591K Buy
2,924
+147
+5% +$32K ﹤0.01% 1292
2023
Q2 		$626K Sell
2,777
-164
-6% -$31.4K ﹤0.01% 1273
2023
Q1 		$504K Buy
2,941
+42
+1% +$7.46K ﹤0.01% 1351
2022
Q4 		$508K Sell
2,899
-439
-13% -$75.1K ﹤0.01% 1312
2022
Q3 		$526K Sell
3,338
-41,164
-92% -$6.69M ﹤0.01% 1236
2022
Q2 		$6.32M Buy
44,502
+15,856
+55% +$2.62M 0.05% 371
2022
Q1 		$5.26M Buy
28,646
+8,866
+45% +$1.65M 0.04% 426
2021
Q4 		$4.11M Buy
19,780
+17,332
+708% +$3.36M 0.03% 469
2021
Q3 		$414K Sell
2,448
-1,216
-33% -$218K ﹤0.01% 1248
2021
Q2 		$638K Buy
3,664
+1,449
+65% +$259K 0.01% 1041
2021
Q1 		$374K Sell
2,215
-6,021
-73% -$976K ﹤0.01% 1170
2020
Q4 		$1.22M Sell
8,236
-5,716
-41% -$815K 0.01% 653
2020
Q3 		$1.89M Buy
13,952
+11,709
+522% +$1.47M 0.03% 437
2020
Q2 		$260K Buy
2,243
+27
+1% +$2.96K ﹤0.01% 1071
2020
Q1 		$239K Sell
2,216
-91
-4% -$11.6K 0.01% 951
2019
Q4 		$332K Buy
2,307
+136
+6% +$19.5K 0.01% 866
2019
Q3 		$328K Sell
2,171
-210
-9% -$29.6K 0.01% 752
2019
Q2 		$327K Buy
+2,381
New +$304K 0.01% 722

Other funds holding VMC

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return