Heritage Family Offices’s Vulcan Materials VMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$916K Hold
3,933
0.46% 53
2025
Q1
$918K Buy
3,933
+68
+2% +$15.9K 0.47% 53
2024
Q4
$994K Buy
+3,865
New +$994K 0.5% 45