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Vantage Financial Partners (Illinois)’s Verizon VZ Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$282K Sell
6,850
-2,150
-24% -$86.7K 0.07% 95
2024
Q1 		$378K Sell
9,000
-2,600
-22% -$105K 0.1% 85
2023
Q4 		$437K Sell
11,600
-2,700
-19% -$95.5K 0.13% 77
2023
Q3 		$463K Sell
14,300
-2,701
-16% -$91.3K 0.27% 60
2023
Q2 		$632K Hold
17,001
– – 0.35% 48
2023
Q1 		$661K Sell
17,001
-900
-5% -$35.5K 0.39% 49
2022
Q4 		$705K Sell
17,901
-4,500
-20% -$170K 0.41% 52
2022
Q3 		$851K Sell
22,401
-2,450
-10% -$109K 0.55% 39
2022
Q2 		$1.26M Sell
24,851
-150
-0.6% -$7.59K 0.75% 28
2022
Q1 		$1.27M Buy
25,001
+1,875
+8% +$99.3K 0.66% 32
2021
Q4 		$1.2M Buy
23,126
+825
+4% +$43K 0.61% 34
2021
Q3 		$1.2M Buy
22,301
+2,600
+13% +$144K 0.64% 33
2021
Q2 		$1.1M Hold
19,701
– – 0.62% 32
2021
Q1 		$1.15M Buy
19,701
+1,193
+6% +$67.3K 0.64% 30
2020
Q4 		$1.09M Buy
18,508
+516
+3% +$30.6K 0.63% 33
2020
Q3 		$1.07M Hold
17,992
– – 0.65% 31
2020
Q2 		$992K Buy
17,992
+301
+2% +$16.9K 0.62% 26
2020
Q1 		$951K Buy
17,691
+577
+3% +$33K 0.69% 25
2019
Q4 		$1.05M Buy
17,114
+1,227
+8% +$74K 0.62% 27
2019
Q3 		$959K Buy
15,887
+2,700
+20% +$155K 0.63% 24
2019
Q2 		$753K Buy
13,187
+400
+3% +$23K 0.48% 29
2019
Q1 		$756K Buy
12,787
+8
+0.1% +$453 0.5% 29
2018
Q4 		$718K Sell
12,779
-2,600
-17% -$148K 0.52% 31
2018
Q3 		$821K Sell
15,379
-500
-3% -$26.5K 0.53% 29
2018
Q2 		$799K Buy
15,879
+1,000
+7% +$48.4K 0.53% 29
2018
Q1 		$712K Buy
14,879
+200
+1% +$10.1K 0.49% 27
2017
Q4 		$776K Buy
14,679
+400
+3% +$19.7K 0.51% 30
2017
Q3 		$709K Buy
14,279
+300
+2% +$14.1K 0.5% 30
2017
Q2 		$623K Buy
+13,979
New +$651K 0.44% 32

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s VZ Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) reduced its Verizon (VZ) stake by 24% in Q2 2024, selling an estimated $86.7K and leaving 6,850 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #95.

Vantage Financial Partners (Illinois) first reported a position in VZ in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.27M in Q1 2022. 2,888 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 6,850 shares of Verizon worth $282K as of Q2 2024.
  • Vantage Financial Partners (Illinois) sold 2,150 Verizon shares in Q2 2024, an estimated $86.7K.
  • Verizon made up 0.07% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #95 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Verizon in Q2 2017 and has held it in 29 quarters since.
  • Vantage Financial Partners (Illinois)'s Verizon position peaked at $1.27M in Q1 2022.
  • 2,888 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.