Tradition Wealth Management’s Vivmark Residential VMRK Stock Holding History

Tradition 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
2024 Q1	–	Sell	-136	Closed	-$8K	–	626
2023 Q4	$8K	Buy	136 +6	+5%	+$347	﹤0.01%	1041
2023 Q3	$8K	Sell	130 -4	-3%	-$258	﹤0.01%	1057
2023 Q2	$9K	Buy	134 +2	+2%	+$125	﹤0.01%	1057
2023 Q1	$8K	Buy	132 +6	+5%	+$368	﹤0.01%	1050
2022 Q4	$7K	Buy	126 +1	+0.8%	+$63	﹤0.01%	972
2022 Q3	$8K	Buy	125 +1	+0.8%	+$74	﹤0.01%	967
2022 Q2	$9K	Buy	124 +1	+0.8%	+$79	﹤0.01%	841
2022 Q1	$11K	Buy	123 +1	+0.8%	+$88	﹤0.01%	873
2021 Q4	$11K	Buy	122 +1	+0.8%	+$86	﹤0.01%	890
2021 Q3	$10K	Buy	121 +1	+0.8%	+$83	﹤0.01%	907
2021 Q2	$9K	Buy	+120	New	+$9.07K	﹤0.01%	962
2021 Q1	–	Sell	-118	Closed	-$7K	–	863
2020 Q4	$7K	Buy	+118	New	+$6.67K	﹤0.01%	796

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

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Tradition Wealth Management's VMRK Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vivmark Residential (VMRK) in Q1 2024, closing a stake of 136 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in VMRK in Q4 2020 and held it in 12 quarters. The position peaked at $11K in Q1 2022. 623 funds tracked by Wall St. Rank hold VMRK as of Q1 2024.

Tradition Wealth Management reported no remaining Vivmark Residential position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 136 Vivmark Residential shares in Q1 2024, an estimated $8K.
Tradition Wealth Management first reported a position in Vivmark Residential in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Vivmark Residential position peaked at $11K in Q1 2022.
623 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.