V Wealth Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-27,930
Closed -$1.04M 368
2023
Q2
$1.04M Sell
27,930
-1,149
-4% -$42.7K 0.17% 110
2023
Q1
$1.13M Sell
29,079
-973
-3% -$37.8K 0.21% 105
2022
Q4
$1.18M Sell
30,052
-33,563
-53% -$1.32M 0.24% 95
2022
Q3
$2.42M Buy
63,615
+18,050
+40% +$685K 0.48% 40
2022
Q2
$2.31M Buy
45,565
+4,921
+12% +$250K 0.44% 41
2022
Q1
$2.07M Sell
40,644
-643
-2% -$32.7K 0.33% 62
2021
Q4
$2.15M Sell
41,287
-6,440
-13% -$335K 0.31% 71
2021
Q3
$2.58M Buy
47,727
+1,149
+2% +$62.1K 0.4% 51
2021
Q2
$2.62M Buy
46,578
+4,304
+10% +$242K 0.42% 49
2021
Q1
$2.46M Buy
42,274
+3,125
+8% +$182K 0.45% 45
2020
Q4
$2.3M Buy
39,149
+25,477
+186% +$1.5M 0.48% 40
2020
Q3
$813K Sell
13,672
-24,261
-64% -$1.44M 0.56% 40
2020
Q2
$2.09M Buy
37,933
+6,857
+22% +$378K 0.54% 32
2020
Q1
$1.67M Buy
31,076
+5,397
+21% +$290K 0.52% 39
2019
Q4
$1.55M Hold
25,679
0.55% 46
2019
Q3
$1.55M Buy
25,679
+830
+3% +$50.1K 0.55% 46
2019
Q2
$1.42M Buy
24,849
+2,155
+9% +$123K 0.54% 54
2019
Q1
$1.3M Buy
22,694
+1,925
+9% +$110K 0.52% 53
2018
Q4
$1.21M Buy
20,769
+2,394
+13% +$140K 0.62% 46
2018
Q3
$978K Buy
18,375
+1,185
+7% +$63.1K 0.45% 58
2018
Q2
$881K Buy
17,190
+167
+1% +$8.56K 0.49% 55
2018
Q1
$798K Buy
17,023
+290
+2% +$13.6K 0.43% 64
2017
Q4
$865K Buy
16,733
+637
+4% +$32.9K 0.44% 60
2017
Q3
$796K Buy
16,096
+315
+2% +$15.6K 0.4% 60
2017
Q2
$704K Sell
15,781
-3,440
-18% -$153K 0.33% 69
2017
Q1
$933K Buy
19,221
+2,734
+17% +$133K 0.57% 53
2016
Q4
$881K Buy
16,487
+1,263
+8% +$67.5K 0.65% 54
2016
Q3
$789K Buy
15,224
+507
+3% +$26.3K 0.64% 52
2016
Q2
$825K Buy
14,717
+1,511
+11% +$84.7K 0.68% 54
2016
Q1
$711K Buy
+13,206
New +$711K 0.57% 57