PS
VMRK

Planning Strategies’s Vivmark Residential VMRK Stock Holding History

Planning Strategies’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
Q3 		$32.7K Buy
538
+251
+87% +$16.6K 0.02% 196
2026
Q2 		$19.5K Buy
+287
New +$18.6K 0.01% 249

Other funds holding VMRK

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Planning Strategies's VMRK Position: Q3 2026 in Review

Planning Strategies increased its Vivmark Residential (VMRK) stake by 87% in Q3 2026, buying an estimated $16.6K and bringing the position to 538 shares worth $32.7K. The position accounts for 0.02% of the portfolio, ranked #196.

Planning Strategies first reported a position in VMRK in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold VMRK as of Q3 2026.

  • Planning Strategies held 538 shares of Vivmark Residential worth $32.7K as of Q3 2026.
  • Planning Strategies bought 251 Vivmark Residential shares in Q3 2026, an estimated $16.6K.
  • Vivmark Residential made up 0.02% of Planning Strategies's portfolio in Q3 2026, its #196 holding.
  • Planning Strategies first reported a position in Vivmark Residential in Q2 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.