CAWM
VMRK

Capital A Wealth Management’s Vivmark Residential VMRK Stock Holding History

Capital A 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
2025
Q2 		– Sell
-20
Closed -$1.43K – 570
2025
Q1 		$1.43K Hold
20
– – ﹤0.01% 499
2024
Q4 		$1.44K Buy
+20
New +$1.47K ﹤0.01% 513

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T. Rowe Price Associates
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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital A Wealth Management's VMRK Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vivmark Residential (VMRK) in Q2 2025, closing a stake of 20 shares — an estimated $1.43K sold.

Capital A Wealth Management first reported a position in VMRK in Q4 2024 and held it in 2 quarters. The position peaked at $1.44K in Q4 2024. 708 funds tracked by Wall St. Rank hold VMRK as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vivmark Residential position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 20 Vivmark Residential shares in Q2 2025, an estimated $1.43K.
  • Capital A Wealth Management first reported a position in Vivmark Residential in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vivmark Residential position peaked at $1.44K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.