MGO Private Wealth’s Verizon VZ Stock Holding History

MGO Private Wealth’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 Q1	–	Sell	-5,751	Closed	-$227K	–	132
2022 Q4	$227K	Sell	5,751 -326	-5%	-$12.3K	0.1%	116
2022 Q3	$231K	Buy	+6,077	New	+$271K	0.11%	116

Other funds holding VZ

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

BlackRock New York $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MGO Private Wealth's VZ Position: Q1 2023 in Review

MGO Private Wealth sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,751 shares — an estimated $227K sold.

MGO Private Wealth first reported a position in VZ in Q3 2022 and held it in 2 quarters. The position peaked at $231K in Q3 2022. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

MGO Private Wealth reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
MGO Private Wealth sold 5,751 Verizon shares in Q1 2023, an estimated $227K.
MGO Private Wealth first reported a position in Verizon in Q3 2022 and held it in 2 quarters.
MGO Private Wealth's Verizon position peaked at $231K in Q3 2022.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.