Aevitas Wealth Management’s Vivmark Residential VMRK Stock Holding History

Aevitas Wealth Management’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$326K	Sell	5,519 -59	-1%	-$3.69K	0.19%	89
2022 Q3	$375K	Buy	5,578 +24	+0.4%	+$1.77K	0.28%	80
2022 Q2	$401K	Buy	5,554 +19	+0.3%	+$1.51K	0.27%	78
2022 Q1	$498K	Sell	5,535 -1,018	-16%	-$89.9K	0.3%	76
2021 Q4	$593K	Buy	6,553 +31	+0.5%	+$2.67K	0.35%	71
2021 Q3	$528K	Buy	6,522 +434	+7%	+$35.8K	0.34%	73
2021 Q2	$469K	Buy	6,088 +2,073	+52%	+$157K	0.3%	86
2021 Q1	$288K	Buy	+4,015	New	+$266K	0.2%	99

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Aevitas Wealth Management's VMRK Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Vivmark Residential (VMRK) stake by 1.1% in Q4 2022, selling an estimated $3.69K and leaving 5,519 shares worth $326K. The position accounts for 0.19% of the portfolio, ranked #89.

Aevitas Wealth Management first reported a position in VMRK in Q1 2021 and has held it in 8 quarters since. The position peaked at $593K in Q4 2021. 598 funds tracked by Wall St. Rank hold VMRK as of Q4 2022.

Aevitas Wealth Management held 5,519 shares of Vivmark Residential worth $326K as of Q4 2022.
Aevitas Wealth Management sold 59 Vivmark Residential shares in Q4 2022, an estimated $3.69K.
Vivmark Residential made up 0.19% of Aevitas Wealth Management's portfolio in Q4 2022, its #89 holding.
Aevitas Wealth Management first reported a position in Vivmark Residential in Q1 2021 and has held it in 8 quarters since.
Aevitas Wealth Management's Vivmark Residential position peaked at $593K in Q4 2021.
598 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.