Sound View Wealth Advisors Group’s Vivmark Residential VMRK Stock Holding History

Sound View Wealth Advisors 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	$253K	Hold	3,724	–	–	0.02%	389
2026 Q1	$220K	Hold	3,724	–	–	0.02%	395
2025 Q4	$235K	Sell	3,724 -61	-2%	-$3.74K	0.02%	387
2025 Q3	$245K	Buy	3,785 +54	+1%	+$3.53K	0.02%	386
2025 Q2	$252K	Buy	3,731 +7	+0.2%	+$481	0.02%	373
2025 Q1	$267K	Sell	3,724 -75	-2%	-$5.3K	0.02%	352
2024 Q4	$273K	Buy	+3,799	New	+$279K	0.02%	357

Other funds holding VMRK

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Sound View Wealth Advisors Group's VMRK Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Vivmark Residential (VMRK) position steady in Q2 2026 at 3,724 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #389.

Sound View Wealth Advisors Group first reported a position in VMRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q4 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Sound View Wealth Advisors Group held 3,724 shares of Vivmark Residential worth $253K as of Q2 2026.
Sound View Wealth Advisors Group left its Vivmark Residential share count unchanged in Q2 2026.
Vivmark Residential made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #389 holding.
Sound View Wealth Advisors Group first reported a position in Vivmark Residential in Q4 2024 and has held it in 7 quarters since.
Sound View Wealth Advisors Group's Vivmark Residential position peaked at $273K in Q4 2024.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.