IPW
VMRK

Impact Partnership Wealth’s Vivmark Residential VMRK Stock Holding History

Impact Partnership 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
Q3 		– Sell
-6,361
Closed -$429K – 331
2025
Q2 		$429K Buy
+6,361
New +$437K 0.08% 163
2024
Q2 		– Sell
-8,424
Closed -$532K – 351
2024
Q1 		$532K Buy
8,424
+8,063
+2,234% +$491K 0.21% 67
2023
Q4 		$22.1K Sell
361
-6,416
-95% -$371K 0.01% 407
2023
Q3 		$398K Sell
6,777
-2,525
-27% -$163K 0.12% 88
2023
Q2 		$614K Buy
+9,302
New +$581K 0.21% 45

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Impact Partnership Wealth's VMRK Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Vivmark Residential (VMRK) in Q3 2025, closing a stake of 6,361 shares — an estimated $429K sold.

Impact Partnership Wealth first reported a position in VMRK in Q2 2023 and held it in 5 quarters. The position peaked at $614K in Q2 2023. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Vivmark Residential position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 6,361 Vivmark Residential shares in Q3 2025, an estimated $429K.
  • Impact Partnership Wealth first reported a position in Vivmark Residential in Q2 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Vivmark Residential position peaked at $614K in Q2 2023.
  • 689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.