True Wealth Design’s Vulcan Materials VMC Stock Holding History

True Wealth Design’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	$23.4K	Buy	86 +3	+4%	+$883	0.01%	661
2025 Q4	$23.8K	Sell	83 -1	-1%	-$293	0.01%	547
2025 Q3	$26K	Buy	84 +24	+40%	+$6.82K	0.01%	517
2025 Q2	$15.7K	Buy	60 +4	+7%	+$1.03K	0.01%	449
2025 Q1	$13.1K	Sell	56 -251	-82%	-$63.7K	0.01%	411
2024 Q4	$79K	Hold	307	–	–	0.03%	93
2024 Q3	$76.9K	Buy	307 +302	+6,040%	+$75K	0.03%	79
2024 Q2	$1.24K	Buy	5 +1	+25%	+$258	﹤0.01%	463
2024 Q1	$1.09K	Buy	4 +2	+100%	+$493	﹤0.01%	446
2023 Q4	$455	Hold	2	–	–	﹤0.01%	493
2023 Q3	$405	Hold	2	–	–	﹤0.01%	471
2023 Q2	$451	Hold	2	–	–	﹤0.01%	469
2023 Q1	$344	Hold	2	–	–	﹤0.01%	613
2022 Q4	$350	Buy	+2	New	+$342	﹤0.01%	550

Other funds holding VMC

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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