Archvest Wealth Advisors’s Verizon VZ Stock Holding History

Archvest Wealth Advisors’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,476	Closed	-$156K	–	75
2024 Q3	$156K	Buy	+3,476	New	+$145K	0.1%	65
2022 Q3	–	Sell	-2,624	Closed	-$133K	–	44
2022 Q2	$133K	Buy	+2,624	New	+$133K	0.13%	37

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Archvest Wealth Advisors's VZ Position: Q4 2024 in Review

Archvest Wealth Advisors sold out of Verizon (VZ) in Q4 2024, closing a stake of 3,476 shares — an estimated $156K sold.

Archvest Wealth Advisors first reported a position in VZ in Q2 2022 and held it in 2 quarters. The position peaked at $156K in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Archvest Wealth Advisors reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Archvest Wealth Advisors sold 3,476 Verizon shares in Q4 2024, an estimated $156K.
Archvest Wealth Advisors first reported a position in Verizon in Q2 2022 and held it in 2 quarters.
Archvest Wealth Advisors's Verizon position peaked at $156K in Q3 2024.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Archvest Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.