PWMG
VMRK

Private Wealth Management Group’s Vivmark Residential VMRK Stock Holding History

Private Wealth Management Group’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 		$13.8K Hold
203
– – ﹤0.01% 489
2026
Q1 		$12K Sell
203
-19
-9% -$1.17K ﹤0.01% 472
2025
Q4 		$14K Buy
222
+85
+62% +$5.21K ﹤0.01% 416
2025
Q3 		$8.87K Sell
137
-33
-19% -$2.16K ﹤0.01% 554
2025
Q2 		$11.5K Buy
170
+36
+27% +$2.47K ﹤0.01% 446
2025
Q1 		$9.59K Hold
134
– – ﹤0.01% 482
2024
Q4 		$9.62K Hold
134
– – ﹤0.01% 487
2024
Q3 		$9.98K Buy
134
+1
+0.8% +$72 ﹤0.01% 458
2024
Q2 		$9.22K Hold
133
– – ﹤0.01% 461
2024
Q1 		$8.39K Hold
133
– – ﹤0.01% 460
2023
Q4 		$8.13K Buy
+133
New +$7.7K ﹤0.01% 458

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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Management Group's VMRK Position: Q2 2026 in Review

Private Wealth Management Group held its Vivmark Residential (VMRK) position steady in Q2 2026 at 203 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Private Wealth Management Group first reported a position in VMRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $14K in Q4 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Private Wealth Management Group held 203 shares of Vivmark Residential worth $13.8K as of Q2 2026.
  • Private Wealth Management Group left its Vivmark Residential share count unchanged in Q2 2026.
  • Vivmark Residential made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #489 holding.
  • Private Wealth Management Group first reported a position in Vivmark Residential in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Vivmark Residential position peaked at $14K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.