DWS
VMRK

Dynamic Wealth Strategies’s Vivmark Residential VMRK Stock Holding History

Dynamic Wealth Strategies’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 		$27.2K Hold
400
– – 0.01% 192
2026
Q1 		$23.7K Buy
400
+77
+24% +$4.75K 0.01% 195
2025
Q4 		$20.4K Buy
323
+70
+28% +$4.29K 0.01% 181
2025
Q3 		$16.4K Hold
253
– – 0.01% 179
2025
Q2 		$17.1K Sell
253
-266
-51% -$18.3K 0.01% 171
2025
Q1 		$37.1K Buy
+519
New +$36.7K 0.03% 142
2024
Q4 		– Sell
-519
Closed -$39K – 119
2024
Q3 		$39K Buy
519
+253
+95% +$18.3K 0.03% 139
2024
Q2 		$18K Hold
266
– – 0.02% 164
2024
Q1 		$17K Sell
266
-89
-25% -$5.42K 0.01% 171
2023
Q4 		$21.7K Buy
+355
New +$20.5K 0.02% 159

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dynamic Wealth Strategies's VMRK Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Vivmark Residential (VMRK) position steady in Q2 2026 at 400 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #192.

Dynamic Wealth Strategies first reported a position in VMRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $39K in Q3 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Dynamic Wealth Strategies held 400 shares of Vivmark Residential worth $27.2K as of Q2 2026.
  • Dynamic Wealth Strategies left its Vivmark Residential share count unchanged in Q2 2026.
  • Vivmark Residential made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #192 holding.
  • Dynamic Wealth Strategies first reported a position in Vivmark Residential in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Vivmark Residential position peaked at $39K in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.