LGWM
VMRK

Litman Gregory Wealth Management’s Vivmark Residential VMRK Stock Holding History

Litman Gregory 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
2019
Q4 		– Sell
-30
Closed -$3K – 229
2019
Q3 		$3K Sell
30
-29
-49% -$2.37K ﹤0.01% 166
2019
Q2 		$4K Buy
+59
New +$4.51K ﹤0.01% 182

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Litman Gregory Wealth Management's VMRK Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Vivmark Residential (VMRK) in Q4 2019, closing a stake of 30 shares — an estimated $3K sold.

Litman Gregory Wealth Management first reported a position in VMRK in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 596 funds tracked by Wall St. Rank hold VMRK as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Vivmark Residential position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 30 Vivmark Residential shares in Q4 2019, an estimated $3K.
  • Litman Gregory Wealth Management first reported a position in Vivmark Residential in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Vivmark Residential position peaked at $4K in Q2 2019.
  • 596 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.