Successful Portfolios’s Vivmark Residential VMRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,658
| Closed | -$221K | – | 193 |
|
|
2025
Q4 | $221K | Buy |
3,658
+461
| +14% | +$28.3K | 0.11% | 166 |
|
|
2025
Q3 | $207K | Buy |
3,197
+1
| +0% | +$65 | 0.12% | 161 |
|
|
2025
Q2 | $216K | Sell |
3,196
-32
| -1% | -$2.2K | 0.13% | 158 |
|
|
2025
Q1 | $231K | Buy |
3,228
+15
| +0.5% | +$1.06K | 0.16% | 134 |
|
|
2024
Q4 | $231K | Sell |
3,213
-28
| -0.9% | -$2.06K | 0.15% | 133 |
|
|
2024
Q3 | $241K | Sell |
3,241
-74
| -2% | -$5.34K | 0.16% | 133 |
|
|
2024
Q2 | $230K | Sell |
3,315
-59
| -2% | -$3.84K | 0.16% | 132 |
|
|
2024
Q1 | $213K | Sell |
3,374
-206
| -6% | -$12.5K | 0.15% | 149 |
|
|
2023
Q4 | $219K | Sell |
3,580
-60
| -2% | -$3.47K | 0.16% | 139 |
|
|
2023
Q3 | $214K | Sell |
3,640
-7
| -0.2% | -$452 | 0.19% | 124 |
|
|
2023
Q2 | $241K | Sell |
3,647
-451
| -11% | -$28.2K | 0.21% | 112 |
|
|
2023
Q1 | $246K | Sell |
4,098
-975
| -19% | -$59.9K | 0.15% | 152 |
|
|
2022
Q4 | $299K | Buy |
5,073
+427
| +9% | +$26.7K | 0.2% | 136 |
|
|
2022
Q3 | $312K | Buy |
4,646
+16
| +0.3% | +$1.18K | 0.23% | 115 |
|
|
2022
Q2 | $334K | Sell |
4,630
-42
| -0.9% | -$3.33K | 0.22% | 116 |
|
|
2022
Q1 | $420K | Hold |
4,672
| – | – | 0.24% | 109 |
|
|
2021
Q4 | $423K | Hold |
4,672
| – | – | 0.23% | 111 |
|
|
2021
Q3 | $378K | Sell |
4,672
-130
| -3% | -$10.7K | 0.23% | 118 |
|
|
2021
Q2 | $370K | Sell |
4,802
-50
| -1% | -$3.78K | 0.22% | 115 |
|
|
2021
Q1 | $348K | Buy |
4,852
+40
| +0.8% | +$2.65K | 0.23% | 113 |
|
|
2020
Q4 | $285K | Buy |
4,812
+512
| +12% | +$28.9K | 0.2% | 131 |
|
|
2020
Q3 | $221K | Buy |
4,300
+746
| +21% | +$41.3K | 0.18% | 145 |
|
|
2020
Q2 | $209K | Buy |
3,554
+40
| +1% | +$2.48K | 0.18% | 146 |
|
|
2020
Q1 | $217K | Buy |
3,514
+262
| +8% | +$20.3K | 0.22% | 124 |
|
|
2019
Q4 | $263K | Sell |
3,252
-98
| -3% | -$8.34K | 0.23% | 115 |
|
|
2019
Q3 | $289K | Hold |
3,350
| – | – | 0.27% | 105 |
|
|
2019
Q2 | $254K | Sell |
3,350
-40
| -1% | -$3.06K | 0.27% | 104 |
|
|
2019
Q1 | $255K | Hold |
3,390
| – | – | 0.28% | 106 |
|
|
2018
Q4 | $224K | Hold |
3,390
| – | – | 0.29% | 104 |
|
|
2018
Q3 | $225K | Hold |
3,390
| – | – | 0.25% | 118 |
|
|
2018
Q2 | $216K | Sell |
3,390
-93
| -3% | -$5.8K | 0.25% | 117 |
|
|
2018
Q1 | $215K | Sell |
3,483
-65
| -2% | -$3.86K | 0.26% | 111 |
|
|
2017
Q4 | $226K | Buy |
+3,548
| New | +$237K | 0.28% | 111 |
|
Other funds holding VMRK
AAMU
Successful Portfolios's VMRK Position: Q1 2026 in Review
Successful Portfolios sold out of Vivmark Residential (VMRK) in Q1 2026, closing a stake of 3,658 shares — an estimated $221K sold.
Successful Portfolios first reported a position in VMRK in Q4 2017 and held it in 33 quarters. The position peaked at $423K in Q4 2021. 705 funds tracked by Wall St. Rank hold VMRK as of Q1 2026.
- Successful Portfolios reported no remaining Vivmark Residential position as of Q1 2026 after selling out during the quarter.
- Successful Portfolios sold 3,658 Vivmark Residential shares in Q1 2026, an estimated $221K.
- Successful Portfolios first reported a position in Vivmark Residential in Q4 2017 and held it in 33 quarters.
- Successful Portfolios's Vivmark Residential position peaked at $423K in Q4 2021.
- 705 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2026.
Based on Successful Portfolios's 13F filing for Q1 2026, filed 13 Apr 2026.