LCGC
VMRK

Legacy Capital Group California’s Vivmark Residential VMRK Stock Holding History

Legacy Capital Group California’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
-6,977
Closed -$471K – 337
2025
Q2 		$471K Buy
6,977
+60
+0.9% +$4.12K 0.13% 195
2025
Q1 		$495K Sell
6,917
-119
-2% -$8.4K 0.17% 170
2024
Q4 		$505K Hold
7,036
– – 0.15% 178
2024
Q3 		$524K Buy
+7,036
New +$508K 0.17% 167

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

Legacy Capital Group California's VMRK Position: Q3 2025 in Review

Legacy Capital Group California sold out of Vivmark Residential (VMRK) in Q3 2025, closing a stake of 6,977 shares — an estimated $471K sold.

Legacy Capital Group California first reported a position in VMRK in Q3 2024 and held it in 4 quarters. The position peaked at $524K in Q3 2024. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

  • Legacy Capital Group California reported no remaining Vivmark Residential position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 6,977 Vivmark Residential shares in Q3 2025, an estimated $471K.
  • Legacy Capital Group California first reported a position in Vivmark Residential in Q3 2024 and held it in 4 quarters.
  • Legacy Capital Group California's Vivmark Residential position peaked at $524K in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.