BDO Wealth Advisors’s Vulcan Materials VMC Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$63.8K	Buy	283 +25	+10%	+$4.79K	0.01%	393
2023 Q1	$44.3K	Hold	258	–	–	0.01%	441
2022 Q4	$45.2K	Hold	258	–	–	0.01%	428
2022 Q3	$41K	Hold	258	–	–	0.01%	441
2022 Q2	$37K	Sell	258 -50	-16%	-$8.26K	﹤0.01%	462
2022 Q1	$57K	Hold	308	–	–	0.01%	409
2021 Q4	$64K	Hold	308	–	–	0.01%	407
2021 Q3	$52K	Hold	308	–	–	0.01%	441
2021 Q2	$54K	Hold	308	–	–	0.01%	459
2021 Q1	$52K	Buy	+308	New	+$49.9K	0.01%	452
2019 Q2	–	Sell	-300	Closed	-$36K	–	698
2019 Q1	$36K	Buy	+300	New	+$32.4K	0.01%	319

Other funds holding VMC

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

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

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BDO Wealth Advisors's VMC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vulcan Materials (VMC) stake by 9.7% in Q2 2023, buying an estimated $4.79K and bringing the position to 283 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #393.

BDO Wealth Advisors first reported a position in VMC in Q1 2019 and has held it in 11 quarters since. The position peaked at $64K in Q4 2021. 755 funds tracked by Wall St. Rank hold VMC as of Q2 2023.

BDO Wealth Advisors held 283 shares of Vulcan Materials worth $63.8K as of Q2 2023.
BDO Wealth Advisors bought 25 Vulcan Materials shares in Q2 2023, an estimated $4.79K.
Vulcan Materials made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #393 holding.
BDO Wealth Advisors first reported a position in Vulcan Materials in Q1 2019 and has held it in 11 quarters since.
BDO Wealth Advisors's Vulcan Materials position peaked at $64K in Q4 2021.
755 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.