PMFA
VMRK

Plante Moran Financial Advisors’s Vivmark Residential VMRK Stock Holding History

Plante Moran Financial 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
-33
Closed -$2.14K – 841
2025
Q3 		$2.14K Buy
+33
New +$2.16K ﹤0.01% 673
2024
Q1 		– Sell
-113
Closed -$6.91K – 873
2023
Q4 		$6.91K Buy
+113
New +$6.54K ﹤0.01% 609
2020
Q1 		– Sell
-444
Closed -$36K – 759
2019
Q4 		$36K Hold
444
– – 0.01% 369
2019
Q3 		$38K Hold
444
– – 0.01% 383
2019
Q2 		$34K Buy
+444
New +$33.9K 0.01% 403
2019
Q1 		– Sell
-103
Closed -$7K – 818
2018
Q4 		$7K Buy
+103
New +$6.92K ﹤0.01% 547
2018
Q2 		– Sell
-100
Closed -$6K – 858
2018
Q1 		$6K Hold
100
– – ﹤0.01% 687
2017
Q4 		$6K Hold
100
– – ﹤0.01% 674
2017
Q3 		$7K Hold
100
– – ﹤0.01% 597
2017
Q2 		$7K Hold
100
– – ﹤0.01% 608
2017
Q1 		$6K Hold
100
– – ﹤0.01% 674
2016
Q4 		$6K Hold
100
– – ﹤0.01% 671
2016
Q3 		$6K Hold
100
– – ﹤0.01% 652
2016
Q2 		$7K Hold
100
– – 0.01% 572
2016
Q1 		$8K Hold
100
– – 0.01% 510
2015
Q4 		$8K Hold
100
– – 0.01% 610
2015
Q3 		$8K Hold
100
– – 0.01% 514
2015
Q2 		$7K Hold
100
– – 0.01% 568
2015
Q1 		$8K Hold
100
– – 0.01% 542
2014
Q4 		$7K Hold
100
– – 0.01% 600
2014
Q3 		$6K Sell
100
-58
-37% -$3.75K 0.01% 636
2014
Q2 		$10K Buy
158
+100
+172% +$6.07K 0.01% 532
2014
Q1 		$3K Hold
58
– – ﹤0.01% 522
2013
Q4 		$3K Sell
58
-550
-90% -$29K ﹤0.01% 587
2013
Q3 		$33K Buy
608
+550
+948% +$30.3K 0.02% 231
2013
Q2 		$3K Buy
+58
New +$3.33K ﹤0.01% 498

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

Plante Moran Financial Advisors's VMRK Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 33 shares — an estimated $2.14K sold.

Plante Moran Financial Advisors first reported a position in VMRK in Q2 2013 and held it in 26 quarters. The position peaked at $38K in Q3 2019. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

  • Plante Moran Financial Advisors reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 33 Vivmark Residential shares in Q4 2025, an estimated $2.14K.
  • Plante Moran Financial Advisors first reported a position in Vivmark Residential in Q2 2013 and held it in 26 quarters.
  • Plante Moran Financial Advisors's Vivmark Residential position peaked at $38K in Q3 2019.
  • 691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.