Ritholtz Wealth Management’s Vivmark Residential VMRK Stock Holding History

Ritholtz Wealth Management’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 Q3	–	Sell	-12,690	Closed	-$856K	–	1065
2025 Q2	$856K	Sell	12,690 -160	-1%	-$11K	0.02%	490
2025 Q1	$920K	Sell	12,850 -88	-0.7%	-$6.21K	0.03%	420
2024 Q4	$928K	Buy	12,938 +33	+0.3%	+$2.42K	0.03%	382
2024 Q3	$961K	Buy	12,905 +316	+3%	+$22.8K	0.03%	378
2024 Q2	$873K	Buy	+12,589	New	+$819K	0.03%	377
2023 Q4	–	Sell	-4,614	Closed	-$271K	–	769
2023 Q3	$271K	Buy	4,614 +4	+0.1%	+$258	0.01%	567
2023 Q2	$304K	Buy	+4,610	New	+$288K	0.01%	538

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ritholtz Wealth Management's VMRK Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Vivmark Residential (VMRK) in Q3 2025, closing a stake of 12,690 shares — an estimated $856K sold.

Ritholtz Wealth Management first reported a position in VMRK in Q2 2023 and held it in 7 quarters. The position peaked at $961K in Q3 2024. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

Ritholtz Wealth Management reported no remaining Vivmark Residential position as of Q3 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 12,690 Vivmark Residential shares in Q3 2025, an estimated $856K.
Ritholtz Wealth Management first reported a position in Vivmark Residential in Q2 2023 and held it in 7 quarters.
Ritholtz Wealth Management's Vivmark Residential position peaked at $961K in Q3 2024.
689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.