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Independent Solutions Wealth Management’s Vulcan Materials VMC Stock Holding History

Independent Solutions Wealth Management’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
2020
Q3 		– Sell
-2,522
Closed -$292K – 163
2020
Q2 		$292K Buy
+2,522
New +$276K 0.12% 124

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Independent Solutions Wealth Management's VMC Position: Q3 2020 in Review

Independent Solutions Wealth Management sold out of Vulcan Materials (VMC) in Q3 2020, closing a stake of 2,522 shares — an estimated $292K sold.

Independent Solutions Wealth Management first reported a position in VMC in Q2 2020 and held it in 1 quarter. The position peaked at $292K in Q2 2020. 618 funds tracked by Wall St. Rank hold VMC as of Q3 2020.

  • Independent Solutions Wealth Management reported no remaining Vulcan Materials position as of Q3 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,522 Vulcan Materials shares in Q3 2020, an estimated $292K.
  • Independent Solutions Wealth Management first reported a position in Vulcan Materials in Q2 2020 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Vulcan Materials position peaked at $292K in Q2 2020.
  • 618 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2020, filed 19 Dec 2024.