SVWAG
Sound View Wealth Advisors Group’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
1,191
-109
| -8% | -$28.4K | 0.02% | 341 |
|
|
2025
Q1 | $303K | Buy |
1,300
+131
| +11% | +$30.6K | 0.02% | 328 |
|
|
2024
Q4 | $301K | Buy |
1,169
+48
| +4% | +$12.3K | 0.02% | 337 |
|
|
2024
Q3 | $281K | Buy |
1,121
+6
| +0.5% | +$1.5K | 0.02% | 343 |
|
|
2024
Q2 | $277K | Hold |
1,115
| – | – | 0.03% | 315 |
|
|
2024
Q1 | $304K | Sell |
1,115
-6
| -0.5% | -$1.64K | 0.03% | 305 |
|
|
2023
Q4 | $254K | Buy |
1,121
+19
| +2% | +$4.31K | 0.03% | 329 |
|
|
2023
Q3 | $223K | Buy |
1,102
+6
| +0.5% | +$1.21K | 0.03% | 336 |
|
|
2023
Q2 | $247K | Buy |
+1,096
| New | +$247K | 0.03% | 312 |
|
|
2023
Q1 | – | Sell |
-1,121
| Closed | -$254K | – | 410 |
|
|
2022
Q4 | $254K | Buy |
+1,121
| New | +$254K | 0.03% | 329 |
|
|
2022
Q1 | – | Sell |
-1,080
| Closed | -$224K | – | 297 |
|
|
2021
Q4 | $224K | Buy |
+1,080
| New | +$224K | 0.04% | 272 |
|
|
2021
Q3 | – | Sell |
-1,560
| Closed | -$272K | – | 296 |
|
|
2021
Q2 | $272K | Sell |
1,560
-25
| -2% | -$4.36K | 0.06% | 244 |
|
|
2021
Q1 | $267K | Sell |
1,585
-85
| -5% | -$14.3K | 0.06% | 233 |
|
|
2020
Q4 | $248K | Sell |
1,670
-235
| -12% | -$34.9K | 0.06% | 228 |
|
|
2020
Q3 | $258K | Hold |
1,905
| – | – | 0.07% | 211 |
|
|
2020
Q2 | $221K | Hold |
1,905
| – | – | 0.06% | 224 |
|
|
2020
Q1 | $206K | Hold |
1,905
| – | – | 0.07% | 204 |
|
|
2019
Q4 | $274K | Sell |
1,905
-175
| -8% | -$25.2K | 0.08% | 202 |
|
|
2019
Q3 | $315K | Sell |
2,080
-40
| -2% | -$6.06K | 0.09% | 184 |
|
|
2019
Q2 | $291K | Buy |
+2,120
| New | +$291K | 0.09% | 200 |
|