Landmark Financial Advisors’s Verizon VZ Stock Holding History

Landmark Financial Advisors’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 Q3	–	Sell	-5,452	Closed	-$203K	–	91
2023 Q2	$203K	Buy	5,452 +22	+0.4%	+$814	0.08%	88
2023 Q1	$211K	Sell	5,430 -1,301	-19%	-$51.3K	0.09%	85
2022 Q4	$265K	Sell	6,731 -440	-6%	-$16.6K	0.12%	74
2022 Q3	$272K	Buy	7,171 +832	+13%	+$37.1K	0.14%	69
2022 Q2	$322K	Sell	6,339 -81	-1%	-$4.1K	0.16%	65
2022 Q1	$323K	Buy	6,420 +720	+13%	+$38.1K	0.16%	68
2021 Q4	$296K	Buy	5,700 +1,154	+25%	+$60.2K	0.13%	73
2021 Q3	$264K	Sell	4,546 -209	-4%	-$11.6K	0.14%	59
2021 Q2	$266K	Buy	4,755 +209	+5%	+$12K	0.13%	66
2021 Q1	$264K	Buy	+4,546	New	+$257K	0.14%	59

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Landmark Financial Advisors's VZ Position: Q3 2023 in Review

Landmark Financial Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 5,452 shares — an estimated $203K sold.

Landmark Financial Advisors first reported a position in VZ in Q1 2021 and held it in 10 quarters. The position peaked at $323K in Q1 2022. 2,610 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Landmark Financial Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Landmark Financial Advisors sold 5,452 Verizon shares in Q3 2023, an estimated $203K.
Landmark Financial Advisors first reported a position in Verizon in Q1 2021 and held it in 10 quarters.
Landmark Financial Advisors's Verizon position peaked at $323K in Q1 2022.
2,610 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Landmark Financial Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.