U.S. Capital Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

U.S. Capital Wealth Advisors’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	$11.2M	Buy	189,831 +48,109	+34%	+$2.97M	0.28%	78
2025 Q4	$8.93M	Buy	141,722 +8,175	+6%	+$501K	0.23%	103
2025 Q3	$8.64M	Buy	133,547 +21,857	+20%	+$1.43M	0.23%	108
2025 Q2	$7.54M	Buy	111,690 +25,487	+30%	+$1.75M	0.22%	124
2025 Q1	$6.17M	Buy	86,203 +24,232	+39%	+$1.71M	0.19%	136
2024 Q4	$4.45M	Buy	61,971 +2,476	+4%	+$182K	0.14%	161
2024 Q3	$4.43M	Buy	59,495 +3,347	+6%	+$242K	0.16%	143
2024 Q2	$3.89M	Buy	+56,148	New	+$3.65M	0.15%	144

Other funds holding VMRK

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

U.S. Capital Wealth Advisors's VMRK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vivmark Residential (VMRK) stake by 34% in Q1 2026, buying an estimated $2.97M and bringing the position to 189,831 shares worth $11.2M. The position accounts for 0.28% of the portfolio, ranked #78.

U.S. Capital Wealth Advisors first reported a position in VMRK in Q2 2024 and has held it in 8 quarters since. 705 funds tracked by Wall St. Rank hold VMRK as of Q1 2026.

U.S. Capital Wealth Advisors held 189,831 shares of Vivmark Residential worth $11.2M as of Q1 2026.
U.S. Capital Wealth Advisors bought 48,109 Vivmark Residential shares in Q1 2026, an estimated $2.97M.
Vivmark Residential made up 0.28% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #78 holding.
U.S. Capital Wealth Advisors first reported a position in Vivmark Residential in Q2 2024 and has held it in 8 quarters since.
705 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.