WP
VMRK

WealthPLAN Partners’s Vivmark Residential VMRK Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,000
Closed -$66K – 548
2023
Q2 		$66K Hold
1,000
– – 0.01% 464
2023
Q1 		$60K Buy
+1,000
New +$61.4K 0.01% 519

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AAMU
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First Eagle Investment Management
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RC
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Geode Capital Management
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Macquarie Group
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WealthPLAN Partners's VMRK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vivmark Residential (VMRK) in Q3 2023, closing a stake of 1,000 shares — an estimated $66K sold.

WealthPLAN Partners first reported a position in VMRK in Q1 2023 and held it in 2 quarters. The position peaked at $66K in Q2 2023. 592 funds tracked by Wall St. Rank hold VMRK as of Q3 2023.

  • WealthPLAN Partners reported no remaining Vivmark Residential position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,000 Vivmark Residential shares in Q3 2023, an estimated $66K.
  • WealthPLAN Partners first reported a position in Vivmark Residential in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Vivmark Residential position peaked at $66K in Q2 2023.
  • 592 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.