HFW
VMRK

Horizon Family Wealth’s Vivmark Residential VMRK Stock Holding History

Horizon Family Wealth’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
Q1 		– Sell
-10,228
Closed -$734K – 75
2024
Q4 		$734K Buy
10,228
+95
+0.9% +$6.98K 0.49% 33
2024
Q3 		$755K Buy
10,133
+99
+1% +$7.15K 0.54% 29
2024
Q2 		$696K Buy
10,034
+106
+1% +$6.9K 0.53% 30
2024
Q1 		$627K Buy
9,928
+106
+1% +$6.45K 0.48% 32
2023
Q4 		$601K Buy
9,822
+106
+1% +$6.13K 0.51% 31
2023
Q3 		$570K Buy
9,716
+95
+1% +$6.14K 0.55% 26
2023
Q2 		$635K Buy
9,621
+106
+1% +$6.63K 0.61% 25
2023
Q1 		$571K Buy
9,515
+96
+1% +$5.89K 0.6% 26
2022
Q4 		$556K Buy
9,419
+94
+1% +$5.88K 0.64% 29
2022
Q3 		$627K Buy
9,325
+81
+0.9% +$5.99K 0.77% 27
2022
Q2 		$668K Sell
9,244
-18
-0.2% -$1.43K 0.78% 27
2022
Q1 		$833K Buy
9,262
+18
+0.2% +$1.59K 0.83% 29
2021
Q4 		$837K Buy
+9,244
New +$795K 0.85% 29

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Horizon Family Wealth's VMRK Position: Q1 2025 in Review

Horizon Family Wealth sold out of Vivmark Residential (VMRK) in Q1 2025, closing a stake of 10,228 shares — an estimated $734K sold.

Horizon Family Wealth first reported a position in VMRK in Q4 2021 and held it in 13 quarters. The position peaked at $837K in Q4 2021. 703 funds tracked by Wall St. Rank hold VMRK as of Q1 2025.

  • Horizon Family Wealth reported no remaining Vivmark Residential position as of Q1 2025 after selling out during the quarter.
  • Horizon Family Wealth sold 10,228 Vivmark Residential shares in Q1 2025, an estimated $734K.
  • Horizon Family Wealth first reported a position in Vivmark Residential in Q4 2021 and held it in 13 quarters.
  • Horizon Family Wealth's Vivmark Residential position peaked at $837K in Q4 2021.
  • 703 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2025.

Based on Horizon Family Wealth's 13F filing for Q1 2025, filed 9 May 2025.