EWM
Evermay Wealth Management’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Hold |
1,690
| – | – | 0.05% | 137 |
|
|
2025
Q1 | $394K | Hold |
1,690
| – | – | 0.05% | 137 |
|
|
2024
Q4 | $435K | Hold |
1,690
| – | – | 0.07% | 131 |
|
|
2024
Q3 | $423K | Sell |
1,690
-106
| -6% | -$26.5K | 0.07% | 135 |
|
|
2024
Q2 | $447K | Hold |
1,796
| – | – | 0.07% | 134 |
|
|
2024
Q1 | $490K | Sell |
1,796
-2
| -0.1% | -$546 | 0.07% | 129 |
|
|
2023
Q4 | $408K | Buy |
1,798
+2
| +0.1% | +$454 | 0.08% | 119 |
|
|
2023
Q3 | $363K | Hold |
1,796
| – | – | 0.07% | 117 |
|
|
2023
Q2 | $405K | Buy |
1,796
+496
| +38% | +$112K | 0.08% | 118 |
|
|
2023
Q1 | $223K | Hold |
1,300
| – | – | 0.05% | 162 |
|
|
2022
Q4 | $228K | Hold |
1,300
| – | – | 0.05% | 156 |
|
|
2022
Q3 | $205K | Hold |
1,300
| – | – | 0.04% | 159 |
|
|
2022
Q2 | $185K | Hold |
1,300
| – | – | 0.04% | 167 |
|
|
2022
Q1 | $239K | Hold |
1,300
| – | – | 0.04% | 169 |
|
|
2021
Q4 | $270K | Hold |
1,300
| – | – | 0.05% | 144 |
|
|
2021
Q3 | $220K | Hold |
1,300
| – | – | 0.04% | 152 |
|
|
2021
Q2 | $226K | Sell |
1,300
-25
| -2% | -$4.35K | 0.04% | 164 |
|
|
2021
Q1 | $224K | Buy |
+1,325
| New | +$224K | 0.04% | 162 |
|