PS
VMRK

Planned Solutions’s Vivmark Residential VMRK Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-1,000
Closed -$74.5K – 263
2024
Q3 		$74.5K Buy
+1,000
New +$72.2K 0.03% 252
2024
Q1 		– Sell
-1,000
Closed -$61.2K – 223
2023
Q4 		$61.2K Buy
+1,000
New +$57.9K 0.03% 254
2022
Q2 		– Sell
-2,593
Closed -$233K – 66
2022
Q1 		$233K Hold
2,593
– – 0.16% 66
2021
Q4 		$235K Buy
+2,593
New +$223K 0.16% 68
2021
Q2 		$215K Hold
2,793
– – 0.15% 65
2021
Q1 		$200K Buy
2,793
+850
+44% +$56.3K 0.16% 60
2020
Q4 		$115K Hold
1,943
– – 0.09% 84
2020
Q3 		$100K Buy
+1,943
New +$107K 0.1% 80

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Planned Solutions's VMRK Position: Q4 2024 in Review

Planned Solutions sold out of Vivmark Residential (VMRK) in Q4 2024, closing a stake of 1,000 shares — an estimated $74.5K sold.

Planned Solutions first reported a position in VMRK in Q3 2020 and held it in 8 quarters. The position peaked at $235K in Q4 2021. 684 funds tracked by Wall St. Rank hold VMRK as of Q4 2024.

  • Planned Solutions reported no remaining Vivmark Residential position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,000 Vivmark Residential shares in Q4 2024, an estimated $74.5K.
  • Planned Solutions first reported a position in Vivmark Residential in Q3 2020 and held it in 8 quarters.
  • Planned Solutions's Vivmark Residential position peaked at $235K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.