TSWM
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Triangle Securities Wealth Management’s Vulcan Materials VMC Stock Holding History

Triangle Securities 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
2022
Q2 		– Sell
-1,091
Closed -$200K – 176
2022
Q1 		$200K Sell
1,091
-352
-24% -$65.7K 0.07% 173
2021
Q4 		$300K Buy
1,443
+42
+3% +$8.13K 0.09% 158
2021
Q3 		$237K Sell
1,401
-70
-5% -$12.5K 0.08% 165
2021
Q2 		$256K Sell
1,471
-20
-1% -$3.58K 0.09% 163
2021
Q1 		$252K Hold
1,491
– – 0.09% 161
2020
Q4 		$221K Hold
1,491
– – 0.09% 163
2020
Q3 		$202K Sell
1,491
-320
-18% -$40.2K 0.09% 159
2020
Q2 		$210K Buy
+1,811
New +$198K 0.1% 156

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return