Lineweaver Wealth Advisors’s Verizon VZ Stock Holding History

Lineweaver Wealth 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	-6,794	Closed	-$253K	–	146
2023 Q2	$253K	Sell	6,794 -45,925	-87%	-$1.7M	0.07%	107
2023 Q1	$2.05M	Buy	52,719 +5,205	+11%	+$205K	0.63%	37
2022 Q4	$1.87M	Sell	47,514 -2,913	-6%	-$110K	0.57%	41
2022 Q3	$1.92M	Buy	50,427 +5,484	+12%	+$244K	0.62%	33
2022 Q2	$2.28M	Buy	44,943 +5,944	+15%	+$301K	0.75%	25
2022 Q1	$1.99M	Buy	38,999 +8,669	+29%	+$459K	0.57%	35
2021 Q4	$1.57M	Buy	30,330 +2,596	+9%	+$135K	0.45%	40
2021 Q3	$1.5M	Buy	27,734 +5,186	+23%	+$287K	0.46%	40
2021 Q2	$1.26M	Buy	22,548 +3,719	+20%	+$213K	0.41%	41
2021 Q1	$1.09M	Buy	18,829 +3,774	+25%	+$213K	0.39%	39
2020 Q4	$884K	Buy	15,055 +1,327	+10%	+$78.8K	0.35%	37
2020 Q3	$816K	Buy	13,728 +2,987	+28%	+$174K	0.36%	35
2020 Q2	$592K	Buy	10,741 +2,046	+24%	+$115K	0.3%	38
2020 Q1	$467K	Buy	8,695 +1,689	+24%	+$96.6K	0.29%	40
2019 Q4	$430K	Buy	+7,006	New	+$423K	0.24%	39

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