Valtinson Bruner Financial Planning’s Verizon VZ Stock Holding History

Valtinson Bruner Financial Planning’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
2022 Q3	–	Sell	-4,396	Closed	-$223K	–	106
2022 Q2	$223K	Sell	4,396 -32	-0.7%	-$1.62K	0.14%	91
2022 Q1	$238K	Buy	4,428 +51	+1%	+$2.7K	0.14%	83
2021 Q4	$227K	Sell	4,377 -562	-11%	-$29.3K	0.12%	85
2021 Q3	$265K	Buy	4,939 +126	+3%	+$6.97K	0.15%	78
2021 Q2	$271K	Sell	4,813 -165	-3%	-$9.47K	0.15%	71
2021 Q1	$287K	Buy	4,978 +52	+1%	+$2.93K	0.17%	70
2020 Q4	$288K	Hold	4,926	–	–	0.18%	67
2020 Q3	$284K	Buy	4,926 +6	+0.1%	+$349	0.2%	59
2020 Q2	$288K	Buy	4,920 +770	+19%	+$43.3K	0.2%	62
2020 Q1	$233K	Sell	4,150 -216	-5%	-$12.4K	0.19%	63
2019 Q4	$263K	Sell	4,366 -60	-1%	-$3.62K	0.19%	62
2019 Q3	$265K	Sell	4,426 -113	-2%	-$6.51K	0.22%	58
2019 Q2	$259K	Buy	4,539 +2	+0%	+$115	0.22%	43
2019 Q1	$268K	Buy	4,537 +1	+0%	+$57	0.23%	38
2018 Q4	$255K	Buy	+4,536	New	+$257K	0.27%	32

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Valtinson Bruner Financial Planning's VZ Position: Q3 2022 in Review

Valtinson Bruner Financial Planning sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,396 shares — an estimated $223K sold.

Valtinson Bruner Financial Planning first reported a position in VZ in Q4 2018 and held it in 15 quarters. The position peaked at $288K in Q4 2020. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Valtinson Bruner Financial Planning reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 4,396 Verizon shares in Q3 2022, an estimated $223K.
Valtinson Bruner Financial Planning first reported a position in Verizon in Q4 2018 and held it in 15 quarters.
Valtinson Bruner Financial Planning's Verizon position peaked at $288K in Q4 2020.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Valtinson Bruner Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.