Loveless Wealth Management’s Vivmark Residential VMRK Stock Holding History

Loveless 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 Q3	–	Sell	-2,750	Closed	-$212K	–	130
2021 Q2	$212K	Sell	2,750 -900	-25%	-$68K	0.13%	124
2021 Q1	$261K	Hold	3,650	–	–	0.17%	110
2020 Q4	$216K	Sell	3,650 -350	-9%	-$19.8K	0.16%	115
2020 Q3	$205K	Sell	4,000 -300	-7%	-$16.6K	0.17%	111
2020 Q2	$253K	Hold	4,300	–	–	0.24%	96
2020 Q1	$265K	Sell	4,300 -150	-3%	-$11.6K	0.31%	81
2019 Q4	$360K	Buy	+4,450	New	+$379K	0.31%	84

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loveless Wealth Management's VMRK Position: Q3 2021 in Review

Loveless Wealth Management sold out of Vivmark Residential (VMRK) in Q3 2021, closing a stake of 2,750 shares — an estimated $212K sold.

Loveless Wealth Management first reported a position in VMRK in Q4 2019 and held it in 7 quarters. The position peaked at $360K in Q4 2019. 596 funds tracked by Wall St. Rank hold VMRK as of Q3 2021.

Loveless Wealth Management reported no remaining Vivmark Residential position as of Q3 2021 after selling out during the quarter.
Loveless Wealth Management sold 2,750 Vivmark Residential shares in Q3 2021, an estimated $212K.
Loveless Wealth Management first reported a position in Vivmark Residential in Q4 2019 and held it in 7 quarters.
Loveless Wealth Management's Vivmark Residential position peaked at $360K in Q4 2019.
596 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2021.

Based on Loveless Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.