Waverly Advisors’s Vulcan Materials VMC Stock Holding History

Waverly Advisors’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.29M	Buy	20,295 +82	+0.4%	+$21.4K	0.06%	299
2025 Q1	$4.72M	Buy	20,213 +2,873	+17%	+$670K	0.06%	305
2024 Q4	$4.46M	Buy	17,340 +385	+2%	+$99K	0.07%	236
2024 Q3	$4.25M	Sell	16,955 -146	-0.9%	-$36.6K	0.08%	213
2024 Q2	$4.25M	Sell	17,101 -106	-0.6%	-$26.4K	0.08%	210
2024 Q1	$4.7M	Buy	17,207 +699	+4%	+$191K	0.11%	153
2023 Q4	$3.75M	Buy	16,508 +295	+2%	+$67K	0.14%	95
2023 Q3	$3.28M	Sell	16,213 -2	-0%	-$404	0.14%	102
2023 Q2	$3.66M	Sell	16,215 -1,185	-7%	-$267K	0.16%	90
2023 Q1	$2.99M	Buy	17,400 +2,365	+16%	+$406K	0.16%	83
2022 Q4	$2.63M	Sell	15,035 -324	-2%	-$56.7K	0.15%	79
2022 Q3	$2.42M	Buy	15,359 +120	+0.8%	+$18.9K	0.17%	62
2022 Q2	$2.17M	Hold	15,239	–	–	0.2%	52
2022 Q1	$2.8M	Hold	15,239	–	–	0.24%	40
2021 Q4	$2.85M	Sell	15,239 -392	-3%	-$73.3K	0.25%	38
2021 Q3	$3.12M	Hold	15,631	–	–	0.27%	39
2021 Q2	$2.97M	Buy	15,631 +324	+2%	+$61.5K	0.27%	38
2021 Q1	$2.83M	Sell	15,307 -1,534	-9%	-$283K	0.28%	38
2020 Q4	$2.7M	Sell	16,841 -4,335	-20%	-$694K	0.28%	39
2020 Q3	$3.07M	Buy	21,176 +5,583	+36%	+$809K	0.41%	33
2020 Q2	$2.02M	Hold	15,593	–	–	0.26%	40
2020 Q1	$1.69M	Hold	15,593	–	–	0.28%	40
2019 Q4	$2.29M	Sell	15,593 -363	-2%	-$53.4K	0.3%	42
2019 Q3	$2.41M	Sell	15,956 -676	-4%	-$102K	0.35%	40
2019 Q2	$2.28M	Hold	16,632	–	–	0.34%	40
2019 Q1	$1.97M	Hold	16,632	–	–	0.3%	43
2018 Q4	$1.64M	Sell	16,632 -7,746	-32%	-$765K	0.29%	44
2018 Q3	$2.71M	Hold	24,378	–	–	0.4%	27
2018 Q2	$3.15M	Hold	24,378	–	–	0.49%	26
2018 Q1	$2.78M	Sell	24,378 -362	-1%	-$41.3K	0.45%	26
2017 Q4	$3.18M	Buy	24,740 +6,206	+33%	+$797K	0.45%	26
2017 Q3	$2.22M	Sell	18,534 -198	-1%	-$23.7K	0.48%	31
2017 Q2	$2.37M	Hold	18,732	–	–	0.6%	22
2017 Q1	$2.26M	Buy	18,732 +7,859	+72%	+$947K	0.59%	24
2016 Q4	$1.36M	Buy	10,873 +8,699	+400%	+$1.09M	0.51%	27
2016 Q3	$247K	Hold	2,174	–	–	0.1%	78
2016 Q2	$262K	Hold	2,174	–	–	0.12%	68
2016 Q1	$230K	Sell	2,174 -2,435	-53%	-$258K	0.14%	73
2015 Q4	$438K	Buy	4,609 +1,975	+75%	+$188K	0.19%	60
2015 Q3	$235K	Hold	2,634	–	–	0.16%	51
2015 Q2	$221K	Buy	2,634 +185	+8%	+$15.5K	0.14%	51
2015 Q1	$206K	Sell	2,449 -27,963	-92%	-$2.35M	0.1%	48
2014 Q4	$2M	Sell	30,412 -525	-2%	-$34.5K	1%	12
2014 Q3	$1.86M	Sell	30,937 -11,669	-27%	-$703K	1.01%	11
2014 Q2	$2.72M	Buy	42,606 +28,512	+202%	+$1.82M	1.13%	10
2014 Q1	$937K	Buy	14,094 +6,369	+82%	+$423K	0.42%	26
2013 Q4	$459K	Hold	7,725	–	–	0.16%	66
2013 Q3	$400K	Buy	7,725 +74	+1%	+$3.83K	0.2%	52
2013 Q2	$370K	Buy	+7,651	New	+$370K	0.21%	54