TWD
VMRK

True Wealth Design’s Vivmark Residential VMRK Stock Holding History

True Wealth Design’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
Q1 		– Sell
-7
Closed -$442 – 2747
2025
Q4 		$442 Sell
7
-204
-97% -$12.5K ﹤0.01% 1993
2025
Q3 		$13.7K Buy
211
+202
+2,244% +$13.2K ﹤0.01% 732
2025
Q2 		$608 Buy
+9
New +$619 ﹤0.01% 1661

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

True Wealth Design's VMRK Position: Q1 2026 in Review

True Wealth Design sold out of Vivmark Residential (VMRK) in Q1 2026, closing a stake of 7 shares — an estimated $442 sold.

True Wealth Design first reported a position in VMRK in Q2 2025 and held it in 3 quarters. The position peaked at $13.7K in Q3 2025. 705 funds tracked by Wall St. Rank hold VMRK as of Q1 2026.

  • True Wealth Design reported no remaining Vivmark Residential position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 7 Vivmark Residential shares in Q1 2026, an estimated $442.
  • True Wealth Design first reported a position in Vivmark Residential in Q2 2025 and held it in 3 quarters.
  • True Wealth Design's Vivmark Residential position peaked at $13.7K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.