Bogart Wealth LLC’s Vivmark Residential VMRK Stock Holding History

Bogart Wealth LLC’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	$3.6K	Sell	53 -52	-50%	-$3.37K	﹤0.01%	1301
2026 Q1	$6.21K	Buy	105 +77	+275%	+$4.75K	﹤0.01%	1013
2025 Q4	$1.76K	Buy	28 +25	+833%	+$1.53K	﹤0.01%	1202
2025 Q3	$194	Buy	+3	New	+$196	﹤0.01%	1484
2025 Q2	–	Sell	-7	Closed	-$501	–	1480
2025 Q1	$501	Buy	+7	New	+$494	﹤0.01%	1280

Other funds holding VMRK

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bogart Wealth LLC's VMRK Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Vivmark Residential (VMRK) stake by 50% in Q2 2026, selling an estimated $3.37K and leaving 53 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Bogart Wealth LLC first reported a position in VMRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.21K in Q1 2026. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Bogart Wealth LLC held 53 shares of Vivmark Residential worth $3.6K as of Q2 2026.
Bogart Wealth LLC sold 52 Vivmark Residential shares in Q2 2026, an estimated $3.37K.
Vivmark Residential made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1301 holding.
Bogart Wealth LLC first reported a position in Vivmark Residential in Q1 2025 and has held it in 5 quarters since.
Bogart Wealth LLC's Vivmark Residential position peaked at $6.21K in Q1 2026.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.