V Wealth Advisors’s Verizon VZ Stock Holding History

V Wealth 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
2021 Q4	–	Sell	-2,400	Closed	-$130K	–	568
2021 Q3	$130K	Buy	+2,400	New	+$133K	0.02%	474

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

V Wealth Advisors's VZ Position: Q3 2023 in Review

V Wealth Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 27,930 shares — an estimated $1.04M sold.

V Wealth Advisors first reported a position in VZ in Q1 2016 and held it in 30 quarters. The position peaked at $2.62M in Q2 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

V Wealth Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 27,930 Verizon shares in Q3 2023, an estimated $1.04M.
V Wealth Advisors first reported a position in Verizon in Q1 2016 and held it in 30 quarters.
V Wealth Advisors's Verizon position peaked at $2.62M in Q2 2021.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.