FSWA
VMRK

Financial Synergies Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Financial Synergies 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
2022
Q3 		– Sell
-5
Closed -$362 – 486
2022
Q2 		$362 Buy
+5
New +$397 ﹤0.01% 411

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Financial Synergies Wealth Advisors's VMRK Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Vivmark Residential (VMRK) in Q3 2022, closing a stake of 5 shares — an estimated $362 sold.

Financial Synergies Wealth Advisors first reported a position in VMRK in Q2 2022 and held it in 1 quarter. The position peaked at $362 in Q2 2022. 618 funds tracked by Wall St. Rank hold VMRK as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Vivmark Residential position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Vivmark Residential shares in Q3 2022, an estimated $362.
  • Financial Synergies Wealth Advisors first reported a position in Vivmark Residential in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Vivmark Residential position peaked at $362 in Q2 2022.
  • 618 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.