AWM
VMRK

Avior Wealth Management’s Vivmark Residential VMRK Stock Holding History

Avior 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
2026
Q2 		– Sell
-4,258
Closed -$252K – 824
2026
Q1 		$252K Sell
4,258
-1,239
-23% -$76.4K 0.01% 729
2025
Q4 		$347K Buy
5,497
+5
+0.1% +$307 0.01% 572
2025
Q3 		$355K Sell
5,492
-830
-13% -$54.3K 0.01% 544
2025
Q2 		$427K Buy
6,322
+39
+0.6% +$2.68K 0.01% 473
2025
Q1 		$450K Buy
6,283
+177
+3% +$12.5K 0.02% 433
2024
Q4 		$438K Buy
6,106
+53
+0.9% +$3.89K 0.02% 485
2024
Q3 		$451K Buy
6,053
+42
+0.7% +$3.03K 0.02% 478
2024
Q2 		$417K Sell
6,011
-88
-1% -$5.73K 0.02% 483
2024
Q1 		$385K Buy
6,099
+480
+9% +$29.2K 0.02% 519
2023
Q4 		$344K Buy
5,619
+2,635
+88% +$152K 0.02% 420
2023
Q3 		$175K Buy
2,984
+14
+0.5% +$905 0.01% 550
2023
Q2 		$196K Buy
2,970
+1,528
+106% +$95.5K 0.01% 526
2023
Q1 		$86.5K Buy
1,442
+160
+12% +$9.82K 0.01% 660
2022
Q4 		$75.6K Buy
+1,282
New +$80.2K 0.01% 564
2021
Q1 		– Sell
-12
Closed – – 1045
2020
Q4 		$0 Hold
12
– – ﹤0.01% 1004
2020
Q3 		$0 Hold
12
– – ﹤0.01% 953
2020
Q2 		$0 Hold
12
– – ﹤0.01% 925
2020
Q1 		$0 Hold
12
– – ﹤0.01% 812
2019
Q4 		$0 Hold
12
– – ﹤0.01% 810
2019
Q3 		$1K Hold
12
– – ﹤0.01% 716
2019
Q2 		$1K Buy
+12
New +$917 ﹤0.01% 777
2018
Q2 		– Sell
-11
Closed -$1K – 806
2018
Q1 		$1K Hold
11
– – ﹤0.01% 729
2017
Q4 		$1K Buy
+11
New +$734 ﹤0.01% 732

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avior Wealth Management's VMRK Position: Q2 2026 in Review

Avior Wealth Management sold out of Vivmark Residential (VMRK) in Q2 2026, closing a stake of 4,258 shares — an estimated $252K sold.

Avior Wealth Management first reported a position in VMRK in Q4 2017 and held it in 23 quarters. The position peaked at $451K in Q3 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Avior Wealth Management reported no remaining Vivmark Residential position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 4,258 Vivmark Residential shares in Q2 2026, an estimated $252K.
  • Avior Wealth Management first reported a position in Vivmark Residential in Q4 2017 and held it in 23 quarters.
  • Avior Wealth Management's Vivmark Residential position peaked at $451K in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.