Maltin Wealth Management’s Verizon VZ Stock Holding History

Maltin 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
2024 Q1	–	Sell	-5,623	Closed	-$212K	–	126
2023 Q4	$212K	Buy	+5,623	New	+$199K	0.14%	109
2023 Q3	–	Sell	-32,534	Closed	-$1.21M	–	116
2023 Q2	$1.21M	Sell	32,534 -22,521	-41%	-$834K	0.86%	39
2023 Q1	$2.14M	Buy	55,055 +28,339	+106%	+$1.12M	1.54%	19
2022 Q4	$1.05M	Buy	26,716 +18,636	+231%	+$702K	0.77%	43
2022 Q3	$307K	Sell	8,080 -24,273	-75%	-$1.08M	0.24%	87
2022 Q2	$1.64M	Sell	32,353 -14,167	-30%	-$717K	1.19%	30
2022 Q1	$2.37M	Buy	46,520 +19,466	+72%	+$1.03M	1.57%	14
2021 Q4	$1.41M	Buy	27,054 +8,393	+45%	+$438K	0.85%	39
2021 Q3	$1.01M	Buy	18,661 +867	+5%	+$48K	0.62%	45
2021 Q2	$997K	Sell	17,794 -10,232	-37%	-$587K	0.61%	46
2021 Q1	$1.63M	Buy	28,026 +2,921	+12%	+$165K	1.06%	30
2020 Q4	$1.48M	Buy	25,105 +2,768	+12%	+$164K	1.03%	31
2020 Q3	$1.33M	Buy	22,337 +14,423	+182%	+$838K	0.95%	35
2020 Q2	$436K	Buy	7,914 +369	+5%	+$20.8K	0.33%	59
2020 Q1	$405K	Buy	7,545 +68	+0.9%	+$3.89K	0.34%	56
2019 Q4	$459K	Buy	+7,477	New	+$451K	0.3%	47

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

Norges Bank Oslo, Norway $935B AUM

Bank of America

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

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

Dimensional Fund Advisors

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