EI
VMRK

Ellevest Inc’s Vivmark Residential VMRK Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-3,943
Closed -$266K – 440
2025
Q2 		$266K Sell
3,943
-185
-4% -$12.7K 0.04% 325
2025
Q1 		$295K Buy
4,128
+145
+4% +$10.2K 0.02% 296
2024
Q4 		$286K Buy
3,983
+685
+21% +$50.3K 0.02% 317
2024
Q3 		$246K Sell
3,298
-485
-13% -$35K 0.01% 364
2024
Q2 		$262K Buy
+3,783
New +$246K 0.02% 338
2024
Q1 		– Sell
-4,056
Closed -$248K – 410
2023
Q4 		$248K Sell
4,056
-1,671
-29% -$96.7K 0.02% 331
2023
Q3 		$336K Sell
5,727
-829
-13% -$53.6K 0.03% 241
2023
Q2 		$432K Buy
6,556
+1,663
+34% +$104K 0.03% 190
2023
Q1 		$294K Buy
4,893
+941
+24% +$57.8K 0.02% 245
2022
Q4 		$233K Sell
3,952
-1,284
-25% -$80.4K 0.02% 270
2022
Q3 		$352K Sell
5,236
-208
-4% -$15.4K 0.03% 153
2022
Q2 		$393K Sell
5,444
-300
-5% -$23.8K 0.04% 142
2022
Q1 		$517K Buy
5,744
+722
+14% +$63.7K 0.04% 114
2021
Q4 		$454K Buy
5,022
+688
+16% +$59.2K 0.04% 127
2021
Q3 		$351K Buy
4,334
+147
+4% +$12.1K 0.03% 158
2021
Q2 		$322K Buy
4,187
+632
+18% +$47.8K 0.03% 149
2021
Q1 		$255K Buy
3,555
+849
+31% +$56.2K 0.03% 162
2020
Q4 		$160K Buy
2,706
+1,352
+100% +$76.4K 0.02% 206
2020
Q3 		$70K Buy
1,354
+112
+9% +$6.2K 0.01% 319
2020
Q2 		$73K Buy
1,242
+477
+62% +$29.6K 0.02% 295
2020
Q1 		$47K Buy
765
+310
+68% +$24K 0.01% 239
2019
Q4 		$37K Buy
455
+448
+6,400% +$38.1K 0.01% 261
2019
Q3 		$1K Buy
+7
New +$573 ﹤0.01% 388

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ellevest Inc's VMRK Position: Q3 2025 in Review

Ellevest Inc sold out of Vivmark Residential (VMRK) in Q3 2025, closing a stake of 3,943 shares — an estimated $266K sold.

Ellevest Inc first reported a position in VMRK in Q3 2019 and held it in 23 quarters. The position peaked at $517K in Q1 2022. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

  • Ellevest Inc reported no remaining Vivmark Residential position as of Q3 2025 after selling out during the quarter.
  • Ellevest Inc sold 3,943 Vivmark Residential shares in Q3 2025, an estimated $266K.
  • Ellevest Inc first reported a position in Vivmark Residential in Q3 2019 and held it in 23 quarters.
  • Ellevest Inc's Vivmark Residential position peaked at $517K in Q1 2022.
  • 689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on Ellevest Inc's 13F filing for Q3 2025, filed 14 Nov 2025.