Veritable’s Verizon VZ Stock Holding History

Veritable’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-120,844	Closed	-$4.49M	–	818
2023 Q2	$4.49M	Sell	120,844 -17,903	-13%	-$666K	0.07%	135
2023 Q1	$5.4M	Buy	138,747 +7,818	+6%	+$304K	0.09%	115
2022 Q4	$5.16M	Buy	130,929 +9,415	+8%	+$371K	0.09%	113
2022 Q3	$4.61M	Sell	121,514 -27,646	-19%	-$1.05M	0.09%	116
2022 Q2	$7.57M	Buy	149,160 +9,266	+7%	+$470K	0.14%	84
2022 Q1	$7.13M	Buy	139,894 +11,052	+9%	+$563K	0.11%	102
2021 Q4	$6.7M	Sell	128,842 -8,652	-6%	-$450K	0.1%	109
2021 Q3	$7.43M	Buy	137,494 +17,372	+14%	+$938K	0.12%	91
2021 Q2	$6.73M	Buy	120,122 +781	+0.7%	+$43.8K	0.11%	95
2021 Q1	$6.94M	Sell	119,341 -1,766	-1%	-$103K	0.12%	91
2020 Q4	$7.12M	Sell	121,107 -14,114	-10%	-$829K	0.13%	85
2020 Q3	$8.04M	Buy	135,221 +1,637	+1%	+$97.4K	0.16%	73
2020 Q2	$7.36M	Sell	133,584 -15,667	-10%	-$864K	0.16%	75
2020 Q1	$8.02M	Sell	149,251 -9,577	-6%	-$515K	0.19%	73
2019 Q4	$9.75M	Buy	158,828 +6,819	+4%	+$419K	0.18%	80
2019 Q3	$9.18M	Buy	152,009 +1,601	+1%	+$96.6K	0.18%	77
2019 Q2	$8.59M	Sell	150,408 -2,158	-1%	-$123K	0.17%	79
2019 Q1	$9.02M	Buy	152,566 +7,010	+5%	+$414K	0.18%	80
2018 Q4	$8.18M	Buy	145,556 +19,446	+15%	+$1.09M	0.19%	82
2018 Q3	$6.73M	Sell	126,110 -3,235	-3%	-$173K	0.14%	95
2018 Q2	$6.51M	Sell	129,345 -12,628	-9%	-$635K	0.14%	93
2018 Q1	$6.79M	Buy	141,973 +13,249	+10%	+$634K	0.15%	90
2017 Q4	$6.81M	Sell	128,724 -1,394	-1%	-$73.8K	0.14%	92
2017 Q3	$6.44M	Sell	130,118 -8,265	-6%	-$409K	0.14%	102
2017 Q2	$6.18M	Sell	138,383 -2,462	-2%	-$110K	0.14%	103
2017 Q1	$6.87M	Sell	140,845 -771	-0.5%	-$37.6K	0.16%	87
2016 Q4	$7.56M	Sell	141,616 -4,826	-3%	-$258K	0.18%	84
2016 Q3	$7.61M	Buy	146,442 +2,978	+2%	+$155K	0.19%	82
2016 Q2	$8.01M	Buy	143,464 +105	+0.1%	+$5.86K	0.2%	78
2016 Q1	$7.75M	Buy	143,359 +7,318	+5%	+$396K	0.2%	76
2015 Q4	$6.29M	Sell	136,041 -1,082	-0.8%	-$50K	0.17%	89
2015 Q3	$5.97M	Sell	137,123 -169	-0.1%	-$7.35K	0.17%	89
2015 Q2	$6.4M	Sell	137,292 -50,443	-27%	-$2.35M	0.17%	91
2015 Q1	$9.13M	Buy	187,735 +9,974	+6%	+$485K	0.19%	88
2014 Q4	$8.32M	Sell	177,761 -135,921	-43%	-$6.36M	0.17%	105
2014 Q3	$15.7M	Buy	313,682 +90,143	+40%	+$4.51M	0.33%	49
2014 Q2	$10.9M	Buy	223,539 +81,884	+58%	+$4.01M	0.23%	71
2014 Q1	$6.74M	Buy	141,655 +10,974	+8%	+$522K	0.15%	116
2013 Q4	$6.42M	Buy	130,681 +7,234	+6%	+$355K	0.14%	117
2013 Q3	$5.76M	Sell	123,447 -45,542	-27%	-$2.13M	0.14%	119
2013 Q2	$8.51M	Buy	+168,989	New	+$8.51M	0.2%	78