HGWM
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Harvest Group Wealth Management’s Verizon VZ Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-4,081
Closed -$240K – 705
2020
Q4 		$240K Sell
4,081
-492
-11% -$29.2K 0.14% 37
2020
Q3 		$272K Buy
4,573
+2
+0% +$116 0.19% 28
2020
Q2 		$252K Buy
4,571
+2
+0% +$113 0.21% 29
2020
Q1 		$245K Sell
4,569
-2,108
-32% -$121K 0.25% 30
2019
Q4 		$409K Sell
6,677
-342
-5% -$20.6K 0.36% 19
2019
Q3 		$424K Buy
7,019
+675
+11% +$38.9K 0.52% 15
2019
Q2 		$362K Sell
6,344
-8,260
-57% -$476K 0.47% 16
2019
Q1 		$864K Sell
14,604
-336
-2% -$19K 0.79% 20
2018
Q4 		$840K Buy
14,940
+6,708
+81% +$381K 1.09% 13
2018
Q3 		$440K Buy
8,232
+1,355
+20% +$71.7K 0.31% 24
2018
Q2 		$346K Sell
6,877
-8,370
-55% -$405K 0.24% 31
2018
Q1 		$729K Sell
15,247
-995
-6% -$50K 0.49% 25
2017
Q4 		$860K Buy
+16,242
New +$799K 0.52% 25

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return