Avantax Advisory Services’s Vulcan Materials VMC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.85M	Buy	7,078 +601	+9%	+$155K	0.01%	846
2025 Q1	$1.51M	Sell	6,477 -128	-2%	-$32.5K	0.01%	891
2024 Q4	$1.7M	Buy	6,605 +1,316	+25%	+$354K	0.01%	789
2024 Q3	$1.32M	Buy	5,289 +299	+6%	+$74.3K	0.01%	878
2024 Q2	$1.24M	Buy	4,990 +984	+25%	+$254K	0.01%	872
2024 Q1	$1.09M	Buy	4,006 +2,404	+150%	+$592K	0.01%	715
2023 Q4	$364K	Buy	1,602 +498	+45%	+$105K	﹤0.01%	1141
2023 Q3	$223K	Buy	1,104 +71	+7%	+$15.4K	﹤0.01%	1368
2023 Q2	$233K	Buy	+1,033	New	+$198K	﹤0.01%	1327
2022 Q2	–	Sell	-7,376	Closed	-$1.36M	–	1397
2022 Q1	$1.36M	Buy	7,376 +84	+1%	+$15.7K	0.02%	463
2021 Q4	$1.51M	Sell	7,292 -53	-0.7%	-$10.3K	0.02%	415
2021 Q3	$1.24M	Buy	7,345 +240	+3%	+$43K	0.02%	431
2021 Q2	$1.24M	Buy	7,105 +64	+0.9%	+$11.4K	0.02%	432
2021 Q1	$1.19M	Buy	+7,041	New	+$1.14M	0.03%	396
2020 Q1	–	Sell	-2,701	Closed	-$388K	–	896
2019 Q4	$388K	Sell	2,701 -369	-12%	-$52.8K	0.01%	553
2019 Q3	$465K	Buy	3,070 +460	+18%	+$64.9K	0.02%	334
2019 Q2	$358K	Buy	2,610 +898	+52%	+$115K	0.02%	361
2019 Q1	$203K	Buy	+1,712	New	+$185K	0.01%	463

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's VMC Position: Q2 2025 in Review

Avantax Advisory Services increased its Vulcan Materials (VMC) stake by 9.3% in Q2 2025, buying an estimated $155K and bringing the position to 7,078 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #846.

Avantax Advisory Services first reported a position in VMC in Q1 2019 and has held it in 18 quarters since. 962 funds tracked by Wall St. Rank hold VMC as of Q2 2025.

Avantax Advisory Services held 7,078 shares of Vulcan Materials worth $1.85M as of Q2 2025.
Avantax Advisory Services bought 601 Vulcan Materials shares in Q2 2025, an estimated $155K.
Vulcan Materials made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #846 holding.
Avantax Advisory Services first reported a position in Vulcan Materials in Q1 2019 and has held it in 18 quarters since.
962 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.