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
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

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

Principia Wealth Advisory's VMRK Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Vivmark Residential (VMRK) stake by 50% in Q4 2025, selling an estimated $429 and leaving 7 shares worth $441. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Principia Wealth Advisory first reported a position in VMRK in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.35K in Q2 2025. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

  • Principia Wealth Advisory held 7 shares of Vivmark Residential worth $441 as of Q4 2025.
  • Principia Wealth Advisory sold 7 Vivmark Residential shares in Q4 2025, an estimated $429.
  • Vivmark Residential made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #837 holding.
  • Principia Wealth Advisory first reported a position in Vivmark Residential in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Vivmark Residential position peaked at $1.35K in Q2 2025.
  • 691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.