BetterWealth’s Verizon VZ Stock Holding History

BetterWealth’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	-4,596	Closed	-$206K	–	74
2024 Q3	$206K	Buy	+4,596	New	+$192K	0.06%	60
2023 Q2	–	Sell	-9,058	Closed	-$352K	–	47
2023 Q1	$352K	Buy	9,058 +46	+0.5%	+$1.81K	0.14%	33
2022 Q4	$355K	Sell	9,012 -308	-3%	-$11.6K	0.16%	27
2022 Q3	$354K	Buy	9,320 +71	+0.8%	+$3.16K	0.18%	28
2022 Q2	$469K	Buy	9,249 +347	+4%	+$17.6K	0.23%	25
2022 Q1	$453K	Buy	8,902 +27	+0.3%	+$1.43K	0.61%	18
2021 Q4	$461K	Buy	+8,875	New	+$463K	0.32%	22

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

BetterWealth's VZ Position: Q4 2024 in Review

BetterWealth sold out of Verizon (VZ) in Q4 2024, closing a stake of 4,596 shares — an estimated $206K sold.

BetterWealth first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $469K in Q2 2022. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

BetterWealth reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
BetterWealth sold 4,596 Verizon shares in Q4 2024, an estimated $206K.
BetterWealth first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
BetterWealth's Verizon position peaked at $469K in Q2 2022.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on BetterWealth's 13F filing for Q4 2024, filed 23 Jan 2025.