Dougherty Wealth Advisers’s Verizon VZ Stock Holding History

Dougherty Wealth Advisers’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
2023 Q4	–	Sell	-25	Closed	-$885	–	130
2023 Q3	$810	Hold	25	–	–	﹤0.01%	121
2023 Q2	$930	Hold	25	–	–	﹤0.01%	121
2023 Q1	$972	Hold	25	–	–	﹤0.01%	128
2022 Q4	$985	Hold	25	–	–	﹤0.01%	127
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	134
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	125
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	127
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	136
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	145
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	134
2021 Q1	$1K	Buy	+25	New	+$1.41K	﹤0.01%	132
2019 Q3	–	Sell	-71	Closed	-$4K	–	220
2019 Q2	$4K	Hold	71	–	–	0.01%	228
2019 Q1	$4K	Hold	71	–	–	0.01%	193
2018 Q4	$4K	Buy	+71	New	+$4.03K	0.01%	205

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dougherty Wealth Advisers's VZ Position: Q4 2023 in Review

Dougherty Wealth Advisers sold out of Verizon (VZ) in Q4 2023, closing a stake of 25 shares — an estimated $885 sold.

Dougherty Wealth Advisers first reported a position in VZ in Q4 2018 and held it in 14 quarters. The position peaked at $4K in Q2 2019. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Dougherty Wealth Advisers reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
Dougherty Wealth Advisers sold 25 Verizon shares in Q4 2023, an estimated $885.
Dougherty Wealth Advisers first reported a position in Verizon in Q4 2018 and held it in 14 quarters.
Dougherty Wealth Advisers's Verizon position peaked at $4K in Q2 2019.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2023, filed 22 Jan 2024.