Valeo Financial Advisors’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-746	Closed	-$213K	–	893
2025 Q4	$213K	Buy	746 +12	+2%	+$3.52K	﹤0.01%	734
2025 Q3	$226K	Sell	734 -50	-6%	-$14.2K	0.01%	720
2025 Q2	$204K	Buy	+784	New	+$202K	0.01%	705
2021 Q1	–	Sell	-100	Closed	-$15K	–	2206
2020 Q4	$15K	Buy	+100	New	+$14.3K	﹤0.01%	1108
2020 Q3	–	Sell	-306	Closed	-$35K	–	2173
2020 Q2	$35K	Buy	306 +130	+74%	+$14.2K	﹤0.01%	861
2020 Q1	$20K	Buy	176 +68	+63%	+$8.69K	﹤0.01%	904
2019 Q4	$16K	Buy	108 +14	+15%	+$2K	﹤0.01%	982
2019 Q3	$14K	Hold	94	–	–	﹤0.01%	949
2019 Q2	$13K	Sell	94 -225	-71%	-$28.7K	﹤0.01%	966
2019 Q1	$38K	Hold	319	–	–	﹤0.01%	625
2018 Q4	$32K	Buy	319 +3	+0.9%	+$304	﹤0.01%	597
2018 Q3	$31K	Buy	316 +247	+358%	+$28.6K	﹤0.01%	656
2018 Q2	$8K	Buy	69 +11	+19%	+$1.36K	﹤0.01%	1025
2018 Q1	$7K	Sell	58 -22	-28%	-$2.77K	﹤0.01%	1045
2017 Q4	$10K	Buy	80 +41	+105%	+$5.01K	﹤0.01%	844
2017 Q3	$5K	Buy	+39	New	+$4.68K	﹤0.01%	886