PWA
VMRK

Physician Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Physician Wealth 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
2026
Q2 		$15.3K Buy
225
+125
+125% +$8.1K ﹤0.01% 754
2026
Q1 		$5.92K Sell
100
-2,196
-96% -$135K ﹤0.01% 951
2025
Q4 		$145K Buy
2,296
+152
+7% +$9.32K 0.02% 234
2025
Q3 		$139K Buy
2,144
+24
+1% +$1.57K 0.02% 239
2025
Q2 		$143K Sell
2,120
-14
-0.7% -$962 0.02% 230
2025
Q1 		$153K Buy
2,134
+14
+0.7% +$989 0.03% 212
2024
Q4 		$152K Buy
+2,120
New +$156K 0.03% 206

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Physician Wealth Advisors's VMRK Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vivmark Residential (VMRK) stake by 125% in Q2 2026, buying an estimated $8.1K and bringing the position to 225 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Physician Wealth Advisors first reported a position in VMRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $153K in Q1 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Physician Wealth Advisors held 225 shares of Vivmark Residential worth $15.3K as of Q2 2026.
  • Physician Wealth Advisors bought 125 Vivmark Residential shares in Q2 2026, an estimated $8.1K.
  • Vivmark Residential made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #754 holding.
  • Physician Wealth Advisors first reported a position in Vivmark Residential in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Vivmark Residential position peaked at $153K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.