MYIA
VMRK

Mount Yale Investment Advisors’s Vivmark Residential VMRK Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-7,365
Closed -$482K – 746
2025
Q3 		$482K Buy
7,365
+7,036
+2,139% +$460K 0.03% 424
2025
Q2 		$22.2K Buy
+329
New +$22.6K ﹤0.01% 1024
2018
Q4 		– Sell
-1,859
Closed -$125K – 458
2018
Q3 		$125K Sell
1,859
-4,296
-70% -$284K 0.02% 374
2018
Q2 		$392K Buy
6,155
+1,656
+37% +$103K 0.07% 212
2018
Q1 		$277K Buy
+4,499
New +$267K 0.06% 252

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
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

Mount Yale Investment Advisors's VMRK Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 7,365 shares — an estimated $482K sold.

Mount Yale Investment Advisors first reported a position in VMRK in Q1 2018 and held it in 5 quarters. The position peaked at $482K in Q3 2025. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,365 Vivmark Residential shares in Q4 2025, an estimated $482K.
  • Mount Yale Investment Advisors first reported a position in Vivmark Residential in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Vivmark Residential position peaked at $482K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.