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Guardian Wealth Management (Illinois)’s Verizon VZ Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-933
Closed -$42.3K – 213
2025
Q1 		$42.3K Buy
933
+15
+2% +$624 0.03% 112
2024
Q4 		$36.7K Buy
918
+14
+2% +$591 0.03% 123
2024
Q3 		$40.6K Buy
904
+14
+2% +$584 0.03% 119
2024
Q2 		$36.7K Buy
890
+15
+2% +$605 0.03% 117
2024
Q1 		$36.7K Sell
875
-1,287
-60% -$51.9K 0.03% 117
2023
Q4 		$81.5K Sell
2,162
-194
-8% -$6.86K 0.07% 91
2023
Q3 		$76.4K Sell
2,356
-42
-2% -$1.42K 0.07% 93
2023
Q2 		$89.2K Sell
2,398
-565
-19% -$20.9K 0.08% 89
2023
Q1 		$115K Buy
2,963
+13
+0.4% +$513 0.11% 82
2022
Q4 		$116K Sell
2,950
-213
-7% -$8.03K 0.11% 86
2022
Q3 		$120K Buy
3,163
+12
+0.4% +$534 0.14% 81
2022
Q2 		$160K Sell
3,151
-262
-8% -$13.3K 0.17% 76
2022
Q1 		$174K Buy
3,413
+117
+4% +$6.2K 0.17% 80
2021
Q4 		$171K Buy
+3,296
New +$172K 0.16% 74

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s VZ Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Verizon (VZ) in Q2 2025, closing a stake of 933 shares — an estimated $42.3K sold.

Guardian Wealth Management (Illinois) first reported a position in VZ in Q4 2021 and held it in 14 quarters. The position peaked at $174K in Q1 2022. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 933 Verizon shares in Q2 2025, an estimated $42.3K.
  • Guardian Wealth Management (Illinois) first reported a position in Verizon in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Verizon position peaked at $174K in Q1 2022.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.