FVWA
VMC icon

Foster Victor Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Foster Victor 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
2021
Q1 		– Sell
-44,859
Closed -$6.65M – 145
2020
Q4 		$6.65M Buy
44,859
+2,386
+6% +$340K 1.52% 20
2020
Q3 		$5.76M Buy
42,473
+5,485
+15% +$689K 1.56% 20
2020
Q2 		$4.29M Buy
36,988
+12,687
+52% +$1.39M 1.42% 28
2020
Q1 		$2.58M Buy
24,301
+8,379
+53% +$1.07M 1.13% 36
2019
Q4 		$2.25M Buy
15,922
+2,830
+22% +$405K 0.98% 36
2019
Q3 		$1.93M Buy
13,092
+5,480
+72% +$774K 1.08% 28
2019
Q2 		$1.05M Buy
7,612
+600
+9% +$76.6K 0.77% 25
2019
Q1 		$830K Buy
7,012
+2,225
+46% +$240K 0.65% 29
2018
Q4 		$473K Buy
+4,787
New +$485K 0.45% 40

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return