Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,944
Closed -$224K 155
2025
Q1
$224K Sell
4,944
-127
-3% -$5.29K 0.14% 143
2024
Q4
$203K Sell
5,071
-1,093
-18% -$46.1K 0.12% 143
2024
Q3
$277K Sell
6,164
-1,942
-24% -$81K 0.16% 132
2024
Q2
$334K Sell
8,106
-2,620
-24% -$106K 0.21% 126
2024
Q1
$450K Sell
10,726
-11,480
-52% -$463K 0.28% 108
2023
Q4
$837K Sell
22,206
-1,264
-5% -$44.7K 0.58% 53
2023
Q3
$761K Buy
23,470
+104
+0.4% +$3.51K 0.56% 55
2023
Q2
$869K Buy
23,366
+211
+0.9% +$7.81K 0.65% 43
2023
Q1
$901K Buy
23,155
+801
+4% +$31.6K 0.71% 38
2022
Q4
$925K Buy
+22,354
New +$842K 0.76% 32

Other funds holding VZ

ViaWealth's VZ Position: Q2 2025 in Review

ViaWealth sold out of Verizon (VZ) in Q2 2025, closing a stake of 4,944 shares — an estimated $224K sold.

ViaWealth first reported a position in VZ in Q4 2022 and held it in 10 quarters. The position peaked at $925K in Q4 2022. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • ViaWealth reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • ViaWealth sold 4,944 Verizon shares in Q2 2025, an estimated $224K.
  • ViaWealth first reported a position in Verizon in Q4 2022 and held it in 10 quarters.
  • ViaWealth's Verizon position peaked at $925K in Q4 2022.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on ViaWealth's 13F filing for Q2 2025, filed 12 Aug 2025.