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WR Wealth Planners’s Vulcan Materials VMC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$3.34K Buy
13
+2
+18% +$538 ﹤0.01% 766
2024
Q3 		$2.75K Sell
11
-2
-15% -$497 ﹤0.01% 844
2024
Q2 		$3.23K Buy
13
+3
+30% +$775 ﹤0.01% 788
2024
Q1 		$2.73K Buy
+10
New +$2.46K ﹤0.01% 822

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

WR Wealth Planners's VMC Position: Q4 2024 in Review

WR Wealth Planners increased its Vulcan Materials (VMC) stake by 18% in Q4 2024, buying an estimated $538 and bringing the position to 13 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

WR Wealth Planners first reported a position in VMC in Q1 2024 and has held it in 4 quarters since. 928 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

  • WR Wealth Planners held 13 shares of Vulcan Materials worth $3.34K as of Q4 2024.
  • WR Wealth Planners bought 2 Vulcan Materials shares in Q4 2024, an estimated $538.
  • Vulcan Materials made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #766 holding.
  • WR Wealth Planners first reported a position in Vulcan Materials in Q1 2024 and has held it in 4 quarters since.
  • 928 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.