VFA
VMRK

Values First Advisors’s Vivmark Residential VMRK Stock Holding History

Values First 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
2024
Q4 		– Sell
-1,533
Closed -$114K – 245
2024
Q3 		$114K Buy
+1,533
New +$111K 0.06% 175

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Values First Advisors's VMRK Position: Q4 2024 in Review

Values First Advisors sold out of Vivmark Residential (VMRK) in Q4 2024, closing a stake of 1,533 shares — an estimated $114K sold.

Values First Advisors first reported a position in VMRK in Q3 2024 and held it in 1 quarter. The position peaked at $114K in Q3 2024. 684 funds tracked by Wall St. Rank hold VMRK as of Q4 2024.

  • Values First Advisors reported no remaining Vivmark Residential position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 1,533 Vivmark Residential shares in Q4 2024, an estimated $114K.
  • Values First Advisors first reported a position in Vivmark Residential in Q3 2024 and held it in 1 quarter.
  • Values First Advisors's Vivmark Residential position peaked at $114K in Q3 2024.
  • 684 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.