GWMIA
VMRK

Global Wealth Management Investment Advisory’s Vivmark Residential VMRK Stock Holding History

Global Wealth Management Investment Advisory’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 		$1.3M Sell
19,163
-18
-0.1% -$1.17K 0.19% 91
2026
Q1 		$1.13M Buy
19,181
+870
+5% +$53.7K 0.18% 93
2025
Q4 		$1.15M Buy
18,311
+3,082
+20% +$189K 0.19% 91
2025
Q3 		$986K Buy
15,229
+1,482
+11% +$96.9K 0.17% 104
2025
Q2 		$928K Buy
13,747
+1,333
+11% +$91.6K 0.17% 103
2025
Q1 		$889K Buy
12,414
+1,646
+15% +$116K 0.18% 102
2024
Q4 		$773K Buy
10,768
+1,214
+13% +$89.2K 0.16% 102
2024
Q3 		$711K Buy
9,554
+609
+7% +$44K 0.15% 103
2024
Q2 		$620K Buy
8,945
+314
+4% +$20.4K 0.14% 103
2024
Q1 		$545K Buy
8,631
+45
+0.5% +$2.74K 0.13% 108
2023
Q4 		$525K Sell
8,586
-416
-5% -$24.1K 0.13% 111
2023
Q3 		$529K Buy
9,002
+310
+4% +$20K 0.15% 110
2023
Q2 		$573K Buy
8,692
+531
+7% +$33.2K 0.16% 105
2023
Q1 		$490K Buy
8,161
+553
+7% +$34K 0.15% 105
2022
Q4 		$449K Buy
7,608
+1,334
+21% +$83.5K 0.15% 104
2022
Q3 		$422K Buy
6,274
+650
+12% +$48.1K 0.15% 102
2022
Q2 		$406K Buy
5,624
+713
+15% +$56.6K 0.14% 104
2022
Q1 		$442K Buy
4,911
+559
+13% +$49.3K 0.13% 106
2021
Q4 		$394K Sell
4,352
-108
-2% -$9.29K 0.12% 108
2021
Q3 		$361K Buy
4,460
+687
+18% +$56.7K 0.11% 108
2021
Q2 		$291K Buy
3,773
+1,095
+41% +$82.8K 0.1% 111
2021
Q1 		$192K Buy
2,678
+166
+7% +$11K 0.07% 119
2020
Q4 		$149K Buy
2,512
+91
+4% +$5.14K 0.06% 121
2020
Q3 		$124K Buy
2,421
+252
+12% +$13.9K 0.05% 122
2020
Q2 		$128K Buy
2,169
+281
+15% +$17.4K 0.05% 133
2020
Q1 		$117K Buy
1,888
+303
+19% +$23.4K 0.06% 122
2019
Q4 		$128K Buy
1,585
+276
+21% +$23.5K 0.05% 128
2019
Q3 		$113K Hold
1,309
– – 0.05% 125
2019
Q2 		$99K Hold
1,309
– – 0.05% 139
2019
Q1 		$99K Hold
1,309
– – 0.05% 163
2018
Q4 		$86K Buy
+1,309
New +$87.9K 0.05% 191

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

Global Wealth Management Investment Advisory's VMRK Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Vivmark Residential (VMRK) stake by 0.09% in Q2 2026, selling an estimated $1.17K and leaving 19,163 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #91.

Global Wealth Management Investment Advisory first reported a position in VMRK in Q4 2018 and has held it in 31 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Global Wealth Management Investment Advisory held 19,163 shares of Vivmark Residential worth $1.3M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 18 Vivmark Residential shares in Q2 2026, an estimated $1.17K.
  • Vivmark Residential made up 0.19% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #91 holding.
  • Global Wealth Management Investment Advisory first reported a position in Vivmark Residential in Q4 2018 and has held it in 31 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.