Aspen Grove Capital’s Verizon VZ Stock Holding History

Aspen Grove Capital’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
2026 Q1	$234K	Buy	+4,671	New	+$216K	0.05%	173
2025 Q4	–	Sell	-4,811	Closed	-$211K	–	221
2025 Q3	$211K	Sell	4,811 -2,641	-35%	-$114K	0.04%	190
2025 Q2	$322K	Buy	7,452 +1,601	+27%	+$69.3K	0.05%	158
2025 Q1	$265K	Buy	5,851 +164	+3%	+$6.83K	0.05%	182
2024 Q4	$227K	Sell	5,687 -287	-5%	-$12.1K	0.05%	174
2024 Q3	$268K	Sell	5,974 -2,307	-28%	-$96.3K	0.06%	159
2024 Q2	$342K	Buy	8,281 +84	+1%	+$3.38K	0.08%	133
2024 Q1	$344K	Buy	8,197 +642	+8%	+$25.9K	0.1%	126
2023 Q4	$276K	Buy	7,555 +1,151	+18%	+$40.7K	0.08%	132
2023 Q3	$208K	Sell	6,404 -2	-0%	-$68	0.08%	152
2023 Q2	$238K	Buy	6,406 +166	+3%	+$6.14K	0.08%	165
2023 Q1	$243K	Sell	6,240 -1,691	-21%	-$66.7K	0.11%	123
2022 Q4	$312K	Buy	+7,931	New	+$299K	0.14%	107

Other funds holding VZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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