Smith & Howard Wealth Management’s Verizon VZ Stock Holding History

Smith & Howard 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
2020 Q3	–	Sell	-6,748	Closed	-$372K	–	69
2020 Q2	$372K	Sell	6,748 -73	-1%	-$4.11K	0.23%	46
2020 Q1	$366K	Sell	6,821 -484	-7%	-$27.7K	0.23%	46
2019 Q4	$449K	Buy	7,305 +1,619	+28%	+$97.7K	0.15%	49
2019 Q3	$343K	Buy	5,686 +716	+14%	+$41.2K	0.14%	50
2019 Q2	$284K	Sell	4,970 -585	-11%	-$33.7K	0.12%	48
2019 Q1	$328K	Sell	5,555 -188	-3%	-$10.6K	0.16%	37
2018 Q4	$323K	Buy	+5,743	New	+$326K	0.18%	36
2015 Q2	–	Sell	-4,219	Closed	-$205K	–	91
2015 Q1	$205K	Buy	+4,219	New	+$204K	0.09%	81
2014 Q1	–	Sell	-588	Closed	-$29K	–	214
2013 Q4	$29K	Buy	588 +352	+149%	+$17.3K	0.02%	139
2013 Q3	$11K	Hold	236	–	–	0.01%	199
2013 Q2	$12K	Buy	+236	New	+$12K	0.01%	169

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

Bank of America

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return