Heffernan Advisory’s Vivmark Residential VMRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$216K Buy
+3,179
New +$206K 0.18% 40
2026
Q1
Sell
-3,179
Closed -$200K 27
2025
Q4
$200K Buy
+3,179
New +$195K 0.19% 26

Other funds holding VMRK

Heffernan Advisory's VMRK Position: Q2 2026 in Review

Heffernan Advisory opened a new position in Vivmark Residential (VMRK) in Q2 2026: 3,179 shares worth $216K. The stake represents 0.18% of the portfolio and ranks #40 among its holdings. This is a return to the name: Heffernan Advisory previously reported a position in VMRK as recently as Q4 2025.

Heffernan Advisory first reported a position in VMRK in Q4 2025 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Heffernan Advisory held 3,179 shares of Vivmark Residential worth $216K as of Q2 2026.
  • Vivmark Residential was a new Heffernan Advisory position in Q2 2026.
  • Vivmark Residential made up 0.18% of Heffernan Advisory's portfolio in Q2 2026, its #40 holding.
  • Heffernan Advisory first reported a position in Vivmark Residential in Q4 2025 and has held it in 2 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.