Liberty Wealth Management’s Vivmark Residential VMRK Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-637	Closed	-$52K	–	447
2021 Q3	$52K	Buy	637 +5	+0.8%	+$413	0.02%	414
2021 Q2	$49K	Buy	632 +5	+0.8%	+$378	0.02%	318
2021 Q1	$38K	Hold	627	–	–	0.02%	334
2020 Q4	$38K	Buy	627 +13	+2%	+$735	0.02%	331
2020 Q3	$32K	Buy	614 +6	+1%	+$332	0.02%	316
2020 Q2	$36K	Buy	608 +6	+1%	+$372	0.03%	269
2020 Q1	$37K	Buy	602 +5	+0.8%	+$386	0.03%	250
2019 Q4	$48K	Buy	597 +4	+0.7%	+$340	0.04%	255
2019 Q3	$51K	Buy	593 +4	+0.7%	+$327	0.05%	226
2019 Q2	$45K	Buy	589 +4	+0.7%	+$306	0.04%	262
2019 Q1	$44K	Buy	585 +5	+0.9%	+$360	0.03%	214
2018 Q4	$38K	Buy	+580	New	+$38.9K	0.03%	217

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's VMRK Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vivmark Residential (VMRK) in Q4 2021, closing a stake of 637 shares — an estimated $52K sold.

Liberty Wealth Management first reported a position in VMRK in Q4 2018 and held it in 12 quarters. The position peaked at $52K in Q3 2021. 654 funds tracked by Wall St. Rank hold VMRK as of Q4 2021.

Liberty Wealth Management reported no remaining Vivmark Residential position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 637 Vivmark Residential shares in Q4 2021, an estimated $52K.
Liberty Wealth Management first reported a position in Vivmark Residential in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Vivmark Residential position peaked at $52K in Q3 2021.
654 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.