Arete Wealth Advisors’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Hold |
1,615
| – | – | 0.03% | 463 |
|
|
2025
Q1 | $377K | Sell |
1,615
-100
| -6% | -$23.3K | 0.03% | 468 |
|
|
2024
Q4 | $442K | Sell |
1,715
-440
| -20% | -$113K | 0.03% | 445 |
|
|
2024
Q3 | $536K | Buy |
2,155
+146
| +7% | +$36.3K | 0.05% | 362 |
|
|
2024
Q2 | $498K | Buy |
+2,009
| New | +$498K | 0.04% | 391 |
|
|
2024
Q1 | – | Sell |
-2,226
| Closed | -$505K | – | 734 |
|
|
2023
Q4 | $505K | Buy |
+2,226
| New | +$505K | 0.04% | 398 |
|
|
2023
Q3 | – | Sell |
-2,281
| Closed | -$513K | – | 728 |
|
|
2023
Q2 | $513K | Buy |
+2,281
| New | +$513K | 0.05% | 353 |
|