Ellevest Inc’s Vulcan Materials VMC Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-62	Closed	-$10.9K	–	2073
2022 Q4	$10.9K	Hold	62	–	–	﹤0.01%	1005
2022 Q3	$10K	Sell	62 -1,151	-95%	-$187K	﹤0.01%	1007
2022 Q2	$172K	Sell	1,213 -92	-7%	-$15.2K	0.02%	310
2022 Q1	$240K	Buy	1,305 +813	+165%	+$152K	0.02%	290
2021 Q4	$102K	Buy	492 +194	+65%	+$37.6K	0.01%	386
2021 Q3	$50K	Sell	298 -396	-57%	-$70.9K	﹤0.01%	484
2021 Q2	$121K	Buy	694 +23	+3%	+$4.11K	0.01%	346
2021 Q1	$113K	Buy	671 +87	+15%	+$14.1K	0.01%	323
2020 Q4	$87K	Buy	584 +22	+4%	+$3.14K	0.01%	341
2020 Q3	$76K	Buy	562 +19	+3%	+$2.39K	0.01%	312
2020 Q2	$63K	Sell	543 -110	-17%	-$12K	0.01%	328
2020 Q1	$71K	Buy	653 +145	+29%	+$18.5K	0.02%	178
2019 Q4	$73K	Buy	508 +441	+658%	+$63.1K	0.02%	133
2019 Q3	$10K	Buy	67 +3	+5%	+$424	﹤0.01%	227
2019 Q2	$9K	Buy	+64	New	+$8.17K	﹤0.01%	258

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Massachusetts Financial Services

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Principal Financial Group

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JP Morgan Chase

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

ClearBridge Investments

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

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return