LWMI
VMRK

Legacy Wealth Management (Idaho)’s Vivmark Residential VMRK Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-40
Closed -$2.86K – 787
2025
Q1 		$2.86K Hold
40
– – ﹤0.01% 488
2024
Q4 		$2.85K Buy
+40
New +$2.94K ﹤0.01% 458

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VMRK Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Vivmark Residential (VMRK) in Q2 2025, closing a stake of 40 shares — an estimated $2.86K sold.

Legacy Wealth Management (Idaho) first reported a position in VMRK in Q4 2024 and held it in 2 quarters. The position peaked at $2.86K in Q1 2025. 708 funds tracked by Wall St. Rank hold VMRK as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Vivmark Residential position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 40 Vivmark Residential shares in Q2 2025, an estimated $2.86K.
  • Legacy Wealth Management (Idaho) first reported a position in Vivmark Residential in Q4 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Vivmark Residential position peaked at $2.86K in Q1 2025.
  • 708 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.