Avantra Family Wealth’s Verizon VZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$696K	Sell	16,088 -323	-2%	-$14K	0.57%	47
2025 Q1	$744K	Sell	16,411 -538	-3%	-$24.4K	0.71%	49
2024 Q4	$678K	Buy	+16,949	New	+$678K	0.63%	51