SFP
VMRK

Sterling Financial Planning’s Vivmark Residential VMRK Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-500
Closed -$40K – 198
2021
Q3 		$40K Hold
500
– – 0.03% 203
2021
Q2 		$39K Hold
500
– – 0.03% 193
2021
Q1 		$36K Hold
500
– – 0.03% 182
2020
Q4 		$30K Buy
+500
New +$28.3K 0.02% 183

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sterling Financial Planning's VMRK Position: Q4 2021 in Review

Sterling Financial Planning sold out of Vivmark Residential (VMRK) in Q4 2021, closing a stake of 500 shares — an estimated $40K sold.

Sterling Financial Planning first reported a position in VMRK in Q4 2020 and held it in 4 quarters. The position peaked at $40K in Q3 2021. 654 funds tracked by Wall St. Rank hold VMRK as of Q4 2021.

  • Sterling Financial Planning reported no remaining Vivmark Residential position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 500 Vivmark Residential shares in Q4 2021, an estimated $40K.
  • Sterling Financial Planning first reported a position in Vivmark Residential in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Vivmark Residential position peaked at $40K in Q3 2021.
  • 654 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.