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 $5.7T 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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America

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

Dimensional Fund Advisors

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