QWP
VMC icon

Quotient Wealth Partners’s Vulcan Materials VMC Stock Holding History

Quotient Wealth Partners’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
2026
Q1 		$271K Buy
995
+46
+5% +$13.5K 0.01% 310
2025
Q4 		$271K Sell
949
-64
-6% -$18.8K 0.01% 294
2025
Q3 		$312K Sell
1,013
-66
-6% -$18.7K 0.01% 263
2025
Q2 		$281K Sell
1,079
-168
-13% -$43.2K 0.01% 282
2025
Q1 		$291K Sell
1,247
-505
-29% -$128K 0.01% 261
2024
Q4 		$451K Sell
1,752
-760
-30% -$204K 0.01% 188
2024
Q3 		$629K Sell
2,512
-59
-2% -$14.7K 0.02% 152
2024
Q2 		$639K Buy
2,571
+1,337
+108% +$345K 0.02% 148
2024
Q1 		$337K Buy
+1,234
New +$304K 0.01% 215

Other funds holding VMC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return