Scott Capital Advisors’s Verizon VZ Stock Holding History

Scott Capital 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
2024 Q4	–	Sell	-6,494	Closed	-$292K	–	54
2024 Q3	$292K	Buy	6,494 +49	+0.8%	+$2.04K	0.08%	43
2024 Q2	$266K	Buy	6,445 +49	+0.8%	+$1.98K	0.08%	43
2024 Q1	$261K	Sell	6,396 -114	-2%	-$4.6K	0.08%	43
2023 Q4	$245K	Buy	+6,510	New	+$230K	0.08%	46
2023 Q3	–	Sell	-5,632	Closed	-$209K	–	48
2023 Q2	$209K	Buy	5,632 +191	+4%	+$7.07K	0.09%	44
2023 Q1	$212K	Buy	+5,441	New	+$215K	0.1%	45
2022 Q3	–	Sell	-4,944	Closed	-$251K	–	40
2022 Q2	$251K	Buy	4,944 +72	+1%	+$3.64K	0.17%	34
2022 Q1	$248K	Buy	4,872 +881	+22%	+$46.7K	0.15%	42
2021 Q4	$207K	Buy	+3,991	New	+$208K	0.13%	35

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Scott Capital Advisors's VZ Position: Q4 2024 in Review

Scott Capital Advisors sold out of Verizon (VZ) in Q4 2024, closing a stake of 6,494 shares — an estimated $292K sold.

Scott Capital Advisors first reported a position in VZ in Q4 2021 and held it in 9 quarters. The position peaked at $292K in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Scott Capital Advisors reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Scott Capital Advisors sold 6,494 Verizon shares in Q4 2024, an estimated $292K.
Scott Capital Advisors first reported a position in Verizon in Q4 2021 and held it in 9 quarters.
Scott Capital Advisors's Verizon position peaked at $292K in Q3 2024.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Scott Capital Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.