BWM
VMRK

BerganKDV Wealth Management’s Vivmark Residential VMRK Stock Holding History

BerganKDV 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
Q3 		– Sell
-142
Closed -$10K – 992
2022
Q2 		$10K Buy
142
+1
+0.7% +$79 ﹤0.01% 592
2022
Q1 		$13K Buy
141
+1
+0.7% +$88 ﹤0.01% 573
2021
Q4 		$13K Buy
140
+1
+0.7% +$86 ﹤0.01% 614
2021
Q3 		$11K Buy
139
+1
+0.7% +$83 ﹤0.01% 621
2021
Q2 		$11K Buy
138
+1
+0.7% +$76 ﹤0.01% 589
2021
Q1 		$10K Buy
137
+2
+1% +$132 ﹤0.01% 575
2020
Q4 		$8K Buy
135
+1
+0.7% +$57 ﹤0.01% 594
2020
Q3 		$7K Sell
134
-131
-49% -$7.25K ﹤0.01% 546
2020
Q2 		$16K Buy
265
+134
+102% +$8.3K ﹤0.01% 477
2020
Q1 		$8K Buy
131
+1
+0.8% +$77 ﹤0.01% 514
2019
Q4 		$11K Hold
130
– – ﹤0.01% 515
2019
Q3 		$11K Buy
+130
New +$10.6K ﹤0.01% 492
2019
Q2 		– Hold
0
– – – 516
2019
Q1 		– Hold
0
– – – 490
2018
Q4 		– Hold
0
– – – 464
2018
Q3 		– Hold
0
– – – 474
2018
Q2 		– Hold
0
– – – 501

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BerganKDV Wealth Management's VMRK Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Vivmark Residential (VMRK) in Q3 2022, closing a stake of 142 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in VMRK in Q3 2019 and held it in 12 quarters. The position peaked at $16K in Q2 2020. 618 funds tracked by Wall St. Rank hold VMRK as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Vivmark Residential position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 142 Vivmark Residential shares in Q3 2022, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in Vivmark Residential in Q3 2019 and held it in 12 quarters.
  • BerganKDV Wealth Management's Vivmark Residential position peaked at $16K in Q2 2020.
  • 618 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.