Wealth Enhancement Advisory Services
VMRK

Wealth Enhancement Advisory Services’s Vivmark Residential VMRK Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.48M Sell
21,503
-97
-0.4% -$6.28K ﹤0.01% 1791
2026
Q1 		$1.3M Sell
21,600
-6,514
-23% -$402K ﹤0.01% 1648
2025
Q4 		$1.75M Buy
28,114
+4,741
+20% +$291K ﹤0.01% 1587
2025
Q3 		$1.46M Sell
23,373
-222
-0.9% -$14.5K ﹤0.01% 1637
2025
Q2 		$1.58M Buy
23,595
+2,996
+15% +$206K ﹤0.01% 1488
2025
Q1 		$1.47M Buy
20,599
+850
+4% +$60K ﹤0.01% 1401
2024
Q4 		$1.42M Buy
19,749
+357
+2% +$26.2K ﹤0.01% 1359
2024
Q3 		$1.44M Sell
19,392
-5,913
-23% -$427K ﹤0.01% 1214
2024
Q2 		$1.75M Buy
25,305
+5,913
+30% +$385K ﹤0.01% 1039
2024
Q1 		$1.22M Sell
19,392
-132
-0.7% -$8.04K ﹤0.01% 1144
2023
Q4 		$1.19M Buy
19,524
+13,915
+248% +$805K ﹤0.01% 1095
2023
Q3 		$329K Buy
+5,609
New +$362K ﹤0.01% 1687

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Wealth Enhancement Advisory Services's VMRK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vivmark Residential (VMRK) stake by 0.45% in Q2 2026, selling an estimated $6.28K and leaving 21,503 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Wealth Enhancement Advisory Services first reported a position in VMRK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.75M in Q2 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,503 shares of Vivmark Residential worth $1.48M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 97 Vivmark Residential shares in Q2 2026, an estimated $6.28K.
  • Vivmark Residential made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1791 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vivmark Residential in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Vivmark Residential position peaked at $1.75M in Q2 2024.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.