GoalVest Advisory’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-501
| Closed | -$125K | – | 436 |
|
|
2024
Q3 | $125K | Buy |
+501
| New | +$125K | 0.04% | 130 |
|
|
2024
Q1 | – | Sell |
-57
| Closed | -$12.9K | – | 482 |
|
|
2023
Q4 | $12.9K | Hold |
57
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $11.5K | Hold |
57
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $12.9K | Hold |
57
| – | – | 0.01% | 233 |
|
|
2023
Q1 | $9.78K | Sell |
57
-160
| -74% | -$27.5K | 0.01% | 187 |
|
|
2022
Q4 | $38K | Hold |
217
| – | – | 0.02% | 123 |
|
|
2022
Q3 | $34K | Sell |
217
-3,249
| -94% | -$509K | 0.02% | 128 |
|
|
2022
Q2 | $501K | Sell |
3,466
-142
| -4% | -$20.5K | 0.32% | 93 |
|
|
2022
Q1 | $663K | Buy |
+3,608
| New | +$663K | 0.37% | 78 |
|
|
2021
Q2 | $724K | Buy |
4,159
+165
| +4% | +$28.7K | 0.45% | 61 |
|
|
2021
Q1 | $674K | Buy |
3,994
+62
| +2% | +$10.5K | 0.5% | 67 |
|
|
2020
Q4 | $583K | Buy |
+3,932
| New | +$583K | 0.49% | 63 |
|