WWP
VMRK

WR Wealth Planners’s Vivmark Residential VMRK Stock Holding History

WR Wealth Planners’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 		$3.3K Hold
46
– – ﹤0.01% 767
2024
Q3 		$3.42K Buy
46
+15
+48% +$1.08K ﹤0.01% 806
2024
Q2 		$2.15K Buy
31
+29
+1,450% +$1.89K ﹤0.01% 872
2024
Q1 		$126 Buy
+2
New +$122 ﹤0.01% 1141

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

WR Wealth Planners's VMRK Position: Q4 2024 in Review

WR Wealth Planners held its Vivmark Residential (VMRK) position steady in Q4 2024 at 46 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

WR Wealth Planners first reported a position in VMRK in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.42K in Q3 2024. 684 funds tracked by Wall St. Rank hold VMRK as of Q4 2024.

  • WR Wealth Planners held 46 shares of Vivmark Residential worth $3.3K as of Q4 2024.
  • WR Wealth Planners left its Vivmark Residential share count unchanged in Q4 2024.
  • Vivmark Residential made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #767 holding.
  • WR Wealth Planners first reported a position in Vivmark Residential in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Vivmark Residential position peaked at $3.42K in Q3 2024.
  • 684 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.