EWA
VMRK

EverSource Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

EverSource Wealth Advisors’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 		$102K Sell
1,500
-322
-18% -$20.9K ﹤0.01% 1371
2026
Q1 		$108K Buy
1,822
+291
+19% +$17.9K ﹤0.01% 1385
2025
Q4 		$96.5K Sell
1,531
-1,723
-53% -$106K ﹤0.01% 1328
2025
Q3 		$211K Sell
3,254
-776
-19% -$50.7K 0.01% 878
2025
Q2 		$272K Buy
4,030
+257
+7% +$17.7K 0.01% 719
2025
Q1 		$270K Buy
3,773
+2,840
+304% +$201K 0.01% 558
2024
Q4 		$67K Sell
933
-626
-40% -$46K ﹤0.01% 1058
2024
Q3 		$116K Buy
1,559
+347
+29% +$25.1K 0.01% 742
2024
Q2 		$84.4K Buy
1,212
+615
+103% +$40K 0.01% 869
2024
Q1 		$38.4K Sell
597
-83
-12% -$5.05K ﹤0.01% 1086
2023
Q4 		$41.6K Sell
680
-193
-22% -$11.2K ﹤0.01% 969
2023
Q3 		$51.3K Buy
873
+9
+1% +$581 0.01% 796
2023
Q2 		$57K Sell
864
-15
-2% -$937 0.01% 792
2023
Q1 		$52.7K Buy
879
+194
+28% +$11.9K 0.01% 777
2022
Q4 		$40.4K Buy
685
+275
+67% +$17.2K 0.01% 837
2022
Q3 		$28K Buy
410
+305
+290% +$22.6K 0.01% 790
2022
Q2 		$8K Sell
105
-2
-2% -$159 ﹤0.01% 1100
2022
Q1 		$10K Buy
107
+36
+51% +$3.18K ﹤0.01% 965
2021
Q4 		$6K Buy
+71
New +$6.11K ﹤0.01% 1175

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

EverSource Wealth Advisors's VMRK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vivmark Residential (VMRK) stake by 18% in Q2 2026, selling an estimated $20.9K and leaving 1,500 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

EverSource Wealth Advisors first reported a position in VMRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $272K in Q2 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • EverSource Wealth Advisors held 1,500 shares of Vivmark Residential worth $102K as of Q2 2026.
  • EverSource Wealth Advisors sold 322 Vivmark Residential shares in Q2 2026, an estimated $20.9K.
  • Vivmark Residential made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1371 holding.
  • EverSource Wealth Advisors first reported a position in Vivmark Residential in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vivmark Residential position peaked at $272K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.