Bartlett & Co Wealth Management’s Vivmark Residential VMRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $71.4K | Hold |
1,040
| – | – | ﹤0.01% | 678 |
|
|
2026
Q1 | $67.9K | Hold |
1,040
| – | – | ﹤0.01% | 625 |
|
|
2025
Q4 | $65.6K | Sell |
1,040
-3
| -0.3% | -$184 | ﹤0.01% | 618 |
|
|
2025
Q3 | $68.3K | Buy |
1,043
+37
| +4% | +$2.42K | ﹤0.01% | 617 |
|
|
2025
Q2 | $68.6K | Sell |
1,006
-3
| -0.3% | -$206 | ﹤0.01% | 610 |
|
|
2025
Q1 | $73K | Buy |
1,009
+3
| +0.3% | +$212 | ﹤0.01% | 593 |
|
|
2024
Q4 | $72.2K | Hold |
1,006
| – | – | ﹤0.01% | 582 |
|
|
2024
Q3 | $75.6K | Hold |
1,006
| – | – | ﹤0.01% | 587 |
|
|
2024
Q2 | $69.8K | Hold |
1,006
| – | – | ﹤0.01% | 599 |
|
|
2024
Q1 | $64.2K | Hold |
1,006
| – | – | ﹤0.01% | 623 |
|
|
2023
Q4 | $62.9K | Hold |
1,006
| – | – | ﹤0.01% | 659 |
|
|
2023
Q3 | $59.8K | Hold |
1,006
| – | – | ﹤0.01% | 628 |
|
|
2023
Q2 | $67.1K | Hold |
1,006
| – | – | ﹤0.01% | 614 |
|
|
2023
Q1 | $61.1K | Hold |
1,006
| – | – | ﹤0.01% | 539 |
|
|
2022
Q4 | $60K | Hold |
1,006
| – | – | ﹤0.01% | 555 |
|
|
2022
Q3 | $68.3K | Hold |
1,006
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $73.3K | Hold |
1,006
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $91.1K | Buy |
+1,006
| New | +$88.8K | ﹤0.01% | 500 |
|
|
2021
Q4 | – | Sell |
-1,206
| Closed | -$98.3K | – | 534 |
|
|
2021
Q3 | $98.3K | Hold |
1,206
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $93.6K | Hold |
1,206
| – | – | ﹤0.01% | 417 |
|
|
2021
Q1 | $86.4K | Sell |
1,206
-400
| -25% | -$26.5K | ﹤0.01% | 444 |
|
|
2020
Q4 | $96.2K | Hold |
1,606
| – | – | ﹤0.01% | 417 |
|
|
2020
Q3 | $83.4K | Hold |
1,606
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $95.5K | Hold |
1,606
| – | – | ﹤0.01% | 386 |
|
|
2020
Q1 | $100K | Hold |
1,606
| – | – | ﹤0.01% | 368 |
|
|
2019
Q4 | $131K | Hold |
1,606
| – | – | ﹤0.01% | 379 |
|
|
2019
Q3 | $139K | Buy |
1,606
+1,050
| +189% | +$85.9K | ﹤0.01% | 360 |
|
|
2019
Q2 | $42.5K | Hold |
556
| – | – | ﹤0.01% | 456 |
|
|
2019
Q1 | $42.2K | Hold |
556
| – | – | ﹤0.01% | 445 |
|
|
2018
Q4 | $37K | Hold |
556
| – | – | ﹤0.01% | 452 |
|
|
2018
Q3 | $37.1K | Hold |
556
| – | – | ﹤0.01% | 471 |
|
|
2018
Q2 | $35.7K | Hold |
556
| – | – | ﹤0.01% | 463 |
|
|
2018
Q1 | $34.6K | Buy |
+556
| New | +$33K | ﹤0.01% | 468 |
|
Other funds holding VMRK
AAMU
Bartlett & Co Wealth Management's VMRK Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its Vivmark Residential (VMRK) position steady in Q2 2026 at 1,040 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #678.
Bartlett & Co Wealth Management first reported a position in VMRK in Q1 2018 and has held it in 33 quarters since. The position peaked at $139K in Q3 2019. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.
- Bartlett & Co Wealth Management held 1,040 shares of Vivmark Residential worth $71.4K as of Q2 2026.
- Bartlett & Co Wealth Management left its Vivmark Residential share count unchanged in Q2 2026.
- Vivmark Residential made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #678 holding.
- Bartlett & Co Wealth Management first reported a position in Vivmark Residential in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Vivmark Residential position peaked at $139K in Q3 2019.
- 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.