Concord Wealth Partners’s Vivmark Residential VMRK Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-105	Closed	-$6.62K	–	364
2025 Q4	$6.62K	Hold	105	–	–	﹤0.01%	586
2025 Q3	$6.8K	Hold	105	–	–	﹤0.01%	578
2025 Q2	$7.09K	Hold	105	–	–	﹤0.01%	584
2025 Q1	$7.52K	Hold	105	–	–	﹤0.01%	540
2024 Q4	$7.54K	Hold	105	–	–	﹤0.01%	551
2024 Q3	$7.82K	Sell	105 -15	-13%	-$1.08K	﹤0.01%	583
2024 Q2	$8.32K	Buy	120 +15	+14%	+$976	﹤0.01%	528
2024 Q1	$6.63K	Hold	105	–	–	﹤0.01%	617
2023 Q4	$6.42K	Hold	105	–	–	﹤0.01%	611
2023 Q3	$6.17K	Hold	105	–	–	﹤0.01%	688
2023 Q2	$6.93K	Sell	105 -87	-45%	-$5.44K	﹤0.01%	656
2023 Q1	$11.5K	Buy	192 +68	+55%	+$4.17K	﹤0.01%	573
2022 Q4	$7.32K	Buy	+124	New	+$7.76K	﹤0.01%	686
2022 Q3	–	Sell	-124	Closed	-$9K	–	449
2022 Q2	$9K	Hold	124	–	–	﹤0.01%	700
2022 Q1	$11K	Buy	124 +19	+18%	+$1.68K	﹤0.01%	753
2021 Q4	$10K	Buy	+105	New	+$9.03K	﹤0.01%	778
2021 Q3	–	Sell	-105	Closed	-$8K	–	940
2021 Q2	$8K	Sell	105 -69	-40%	-$5.22K	﹤0.01%	657
2021 Q1	$12K	Buy	174 +105	+152%	+$6.95K	﹤0.01%	556
2020 Q4	$4K	Buy	+69	New	+$3.9K	﹤0.01%	434

Other funds holding VMRK

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Concord Wealth Partners's VMRK Position: Q1 2026 in Review

Concord Wealth Partners sold out of Vivmark Residential (VMRK) in Q1 2026, closing a stake of 105 shares — an estimated $6.62K sold.

Concord Wealth Partners first reported a position in VMRK in Q4 2020 and held it in 19 quarters. The position peaked at $12K in Q1 2021. 705 funds tracked by Wall St. Rank hold VMRK as of Q1 2026.

Concord Wealth Partners reported no remaining Vivmark Residential position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 105 Vivmark Residential shares in Q1 2026, an estimated $6.62K.
Concord Wealth Partners first reported a position in Vivmark Residential in Q4 2020 and held it in 19 quarters.
Concord Wealth Partners's Vivmark Residential position peaked at $12K in Q1 2021.
705 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.