Guardian Wealth Advisors (Minnesota)’s Verizon VZ Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 Q3	–	Sell	-6,047	Closed	-$249K	–	84
2024 Q2	$249K	Sell	6,047 -407	-6%	-$16.4K	0.16%	68
2024 Q1	$271K	Buy	6,454 +526	+9%	+$21.2K	0.18%	66
2023 Q4	$223K	Buy	+5,928	New	+$210K	0.16%	69
2023 Q3	–	Sell	-5,906	Closed	-$220K	–	73
2023 Q2	$220K	Buy	5,906 +89	+2%	+$3.29K	0.16%	66
2023 Q1	$226K	Buy	5,817 +424	+8%	+$16.7K	0.18%	65
2022 Q4	$213K	Buy	+5,393	New	+$203K	0.19%	62
2022 Q3	–	Sell	-4,049	Closed	-$205K	–	63
2022 Q2	$205K	Buy	4,049 +45	+1%	+$2.28K	0.19%	63
2022 Q1	$204K	Sell	4,004 -78	-2%	-$4.13K	0.17%	63
2021 Q4	$212K	Buy	4,082 +255	+7%	+$13.3K	0.17%	65
2021 Q3	$207K	Buy	3,827 +46	+1%	+$2.54K	0.18%	60
2021 Q2	$212K	Buy	3,781 +148	+4%	+$8.49K	0.18%	64
2021 Q1	$211K	Buy	3,633 +129	+4%	+$7.28K	0.2%	62
2020 Q4	$206K	Buy	+3,504	New	+$208K	0.2%	63

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s VZ Position: Q3 2024 in Review

Guardian Wealth Advisors (Minnesota) sold out of Verizon (VZ) in Q3 2024, closing a stake of 6,047 shares — an estimated $249K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in VZ in Q4 2020 and held it in 13 quarters. The position peaked at $271K in Q1 2024. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Guardian Wealth Advisors (Minnesota) reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
Guardian Wealth Advisors (Minnesota) sold 6,047 Verizon shares in Q3 2024, an estimated $249K.
Guardian Wealth Advisors (Minnesota) first reported a position in Verizon in Q4 2020 and held it in 13 quarters.
Guardian Wealth Advisors (Minnesota)'s Verizon position peaked at $271K in Q1 2024.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q3 2024, filed 7 Nov 2024.