PWA
VMRK

Principia Wealth Advisory’s Vivmark Residential VMRK Stock Holding History

Principia Wealth Advisory’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 		$1.09K Buy
16
+3
+23% +$194 ﹤0.01% 744
2026
Q1 		$769 Buy
13
+6
+86% +$370 ﹤0.01% 767
2025
Q4 		$441 Sell
7
-7
-50% -$429 ﹤0.01% 837
2025
Q3 		$906 Sell
14
-6
-30% -$392 ﹤0.01% 670
2025
Q2 		$1.35K Buy
20
+7
+54% +$481 ﹤0.01% 484
2025
Q1 		$869 Buy
13
+7
+117% +$494 ﹤0.01% 431
2024
Q4 		$431 Buy
+6
New +$441 ﹤0.01% 583

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principia Wealth Advisory's VMRK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Vivmark Residential (VMRK) stake by 23% in Q2 2026, buying an estimated $194 and bringing the position to 16 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Principia Wealth Advisory first reported a position in VMRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35K in Q2 2025. 717 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Principia Wealth Advisory held 16 shares of Vivmark Residential worth $1.09K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Vivmark Residential shares in Q2 2026, an estimated $194.
  • Vivmark Residential made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #744 holding.
  • Principia Wealth Advisory first reported a position in Vivmark Residential in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Vivmark Residential position peaked at $1.35K in Q2 2025.
  • 717 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.