Vaughan & Co Securities’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$830K Sell
19,181
-268
-1% -$11.6K 0.48% 21
2025
Q1
$882K Sell
19,449
-35
-0.2% -$1.59K 0.55% 20
2024
Q4
$779K Sell
19,484
-263
-1% -$10.5K 0.47% 26
2024
Q3
$887K Sell
19,747
-403
-2% -$18.1K 0.52% 21
2024
Q2
$831K Buy
20,150
+298
+2% +$12.3K 0.52% 19
2024
Q1
$833K Sell
19,852
-2,318
-10% -$97.3K 0.53% 20
2023
Q4
$836K Buy
22,170
+3,938
+22% +$148K 0.56% 22
2023
Q3
$591K Sell
18,232
-2
-0% -$65 0.44% 32
2023
Q2
$678K Hold
18,234
0.48% 29
2023
Q1
$709K Sell
18,234
-58
-0.3% -$2.26K 0.53% 27
2022
Q4
$721K Sell
18,292
-1,010
-5% -$39.8K 0.57% 31
2022
Q3
$733K Buy
19,302
+5,351
+38% +$203K 0.63% 18
2022
Q2
$708K Sell
13,951
-600
-4% -$30.4K 0.57% 30
2022
Q1
$741K Buy
14,551
+350
+2% +$17.8K 0.51% 29
2021
Q4
$738K Buy
14,201
+4,541
+47% +$236K 0.5% 26
2021
Q3
$522K Hold
9,660
0.39% 38
2021
Q2
$541K Buy
9,660
+2
+0% +$112 0.4% 36
2021
Q1
$562K Hold
9,658
0.45% 35
2020
Q4
$568K Sell
9,658
-246
-2% -$14.5K 0.5% 22
2020
Q3
$589K Sell
9,904
-303
-3% -$18K 0.61% 13
2020
Q2
$563K Sell
10,207
-250
-2% -$13.8K 0.62% 15
2020
Q1
$562K Sell
10,457
-136
-1% -$7.31K 0.71% 12
2019
Q4
$650K Buy
+10,593
New +$650K 0.59% 21