Cassady Schiller Wealth Management’s Vivmark Residential VMRK Stock Holding History

Cassady Schiller 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
2024 Q4	$215	Buy	+3	New	+$220	﹤0.01%	1068

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Cassady Schiller Wealth Management's VMRK Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Vivmark Residential (VMRK) in Q4 2024: 3 shares worth $215. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings.

684 funds tracked by Wall St. Rank hold VMRK as of Q4 2024.

Cassady Schiller Wealth Management held 3 shares of Vivmark Residential worth $215 as of Q4 2024.
Vivmark Residential was a new Cassady Schiller Wealth Management position in Q4 2024.
Vivmark Residential made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1068 holding.
684 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.