Portfolio Design Labs’s Vivmark Residential VMRK Stock Holding History

Portfolio Design Labs’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 Q1	–	Sell	-32,378	Closed	-$2.32M	–	209
2024 Q4	$2.32M	Buy	32,378 +7,927	+32%	+$582K	0.48%	70
2024 Q3	$1.82M	Sell	24,451 -13,519	-36%	-$976K	0.51%	66
2024 Q2	$2.63M	Sell	37,970 -26	-0.1%	-$1.69K	0.81%	49
2024 Q1	$2.4M	Sell	37,996 -21,700	-36%	-$1.32M	0.81%	53
2023 Q4	$3.65M	Buy	+59,696	New	+$3.45M	1.38%	25

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Portfolio Design Labs's VMRK Position: Q1 2025 in Review

Portfolio Design Labs sold out of Vivmark Residential (VMRK) in Q1 2025, closing a stake of 32,378 shares — an estimated $2.32M sold.

Portfolio Design Labs first reported a position in VMRK in Q4 2023 and held it in 5 quarters. The position peaked at $3.65M in Q4 2023. 703 funds tracked by Wall St. Rank hold VMRK as of Q1 2025.

Portfolio Design Labs reported no remaining Vivmark Residential position as of Q1 2025 after selling out during the quarter.
Portfolio Design Labs sold 32,378 Vivmark Residential shares in Q1 2025, an estimated $2.32M.
Portfolio Design Labs first reported a position in Vivmark Residential in Q4 2023 and held it in 5 quarters.
Portfolio Design Labs's Vivmark Residential position peaked at $3.65M in Q4 2023.
703 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2025.

Based on Portfolio Design Labs's 13F filing for Q1 2025, filed 14 May 2025.