Aspiriant LLC’s Verizon VZ Stock Holding History

Aspiriant LLC’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$343K	Sell	7,921 -477	-6%	-$20.6K	0.01%	235
2025 Q1	$381K	Buy	8,398 +683	+9%	+$31K	0.01%	214
2024 Q4	$309K	Sell	7,715 -962	-11%	-$38.5K	0.01%	233
2024 Q3	$390K	Buy	8,677 +253	+3%	+$11.4K	0.01%	207
2024 Q2	$347K	Sell	8,424 -2,829	-25%	-$117K	0.01%	217
2024 Q1	$472K	Sell	11,253 -889	-7%	-$37.3K	0.02%	206
2023 Q4	$458K	Sell	12,142 -2,357	-16%	-$88.9K	0.02%	199
2023 Q3	$470K	Buy	14,499 +1,041	+8%	+$33.7K	0.02%	185
2023 Q2	$501K	Buy	13,458 +644	+5%	+$24K	0.03%	179
2023 Q1	$498K	Sell	12,814 -418	-3%	-$16.3K	0.03%	175
2022 Q4	$521K	Buy	13,232 +2,154	+19%	+$84.9K	0.03%	174
2022 Q3	$423K	Sell	11,078 -234	-2%	-$8.94K	0.02%	183
2022 Q2	$576K	Sell	11,312 -7,588	-40%	-$386K	0.03%	157
2022 Q1	$964K	Sell	18,900 -1,316	-7%	-$67.1K	0.05%	133
2021 Q4	$1.05M	Buy	20,216 +4,509	+29%	+$234K	0.06%	129
2021 Q3	$848K	Sell	15,707 -8	-0.1%	-$432	0.05%	128
2021 Q2	$881K	Sell	15,715 -379	-2%	-$21.2K	0.05%	121
2021 Q1	$939K	Sell	16,094 -1,181	-7%	-$68.9K	0.06%	110
2020 Q4	$1.02M	Sell	17,275 -38,501	-69%	-$2.26M	0.07%	99
2020 Q3	$3.32M	Buy	55,776 +37,250	+201%	+$2.22M	0.26%	45
2020 Q2	$1.02M	Sell	18,526 -3,492	-16%	-$192K	0.09%	79
2020 Q1	$1.18M	Sell	22,018 -1,225	-5%	-$65.7K	0.12%	72
2019 Q4	$1.43M	Sell	23,243 -818	-3%	-$50.2K	0.13%	71
2019 Q3	$1.45M	Sell	24,061 -1,004	-4%	-$60.6K	0.13%	81
2019 Q2	$1.43M	Sell	25,065 -2,493	-9%	-$142K	0.12%	90
2019 Q1	$1.63M	Sell	27,558 -4,254	-13%	-$251K	0.13%	87
2018 Q4	$1.79M	Sell	31,812 -3,240	-9%	-$182K	0.14%	82
2018 Q3	$1.87M	Sell	35,052 -6,554	-16%	-$349K	0.16%	84
2018 Q2	$2.09M	Sell	41,606 -1,705	-4%	-$85.8K	0.18%	78
2018 Q1	$2.07M	Buy	43,311 +38,763	+852%	+$1.85M	0.18%	73
2017 Q4	$241K	Sell	4,548 -47,077	-91%	-$2.49M	0.07%	71
2017 Q3	$2.56M	Sell	51,625 -16,948	-25%	-$839K	0.21%	66
2017 Q2	$3.06M	Sell	68,573 -8,842	-11%	-$395K	0.27%	59
2017 Q1	$3.77M	Sell	77,415 -4,075	-5%	-$199K	0.32%	53
2016 Q4	$4.35M	Sell	81,490 -548	-0.7%	-$29.3K	0.39%	37
2016 Q3	$4.26M	Sell	82,038 -5,177	-6%	-$269K	0.42%	36
2016 Q2	$4.11M	Sell	87,215 -4,390	-5%	-$207K	0.39%	41
2016 Q1	$4.95M	Buy	+91,605	New	+$4.95M	0.47%	34
2015 Q4	–	Sell	-26,707	Closed	-$1.24M	–	102
2015 Q3	$1.24M	Buy	26,707 +2,681	+11%	+$124K	0.1%	50
2015 Q2	$1.12M	Buy	24,026 +19,819	+471%	+$924K	0.11%	45
2015 Q1	$205K	Buy	+4,207	New	+$205K	0.03%	84
2014 Q4	–	Sell	-4,506	Closed	-$225K	–	100
2014 Q3	$225K	Buy	+4,506	New	+$225K	0.03%	73