VAG
VisionPoint Advisory Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
24,714
+9,814
| +66% | +$425K | 0.23% | 109 |
|
|
2025
Q1 | $676K | Buy |
14,900
+3,094
| +26% | +$140K | 0.23% | 93 |
|
|
2024
Q4 | $475K | Sell |
11,806
-175
| -1% | -$7.04K | 0.16% | 114 |
|
|
2024
Q3 | $538K | Buy |
11,981
+3,342
| +39% | +$150K | 0.18% | 108 |
|
|
2024
Q2 | $356K | Sell |
8,639
-377
| -4% | -$15.5K | 0.13% | 129 |
|
|
2024
Q1 | $378K | Sell |
9,016
-319
| -3% | -$13.4K | 0.14% | 135 |
|
|
2023
Q4 | $352K | Sell |
9,335
-1,360
| -13% | -$51.3K | 0.13% | 118 |
|
|
2023
Q3 | $347K | Sell |
10,695
-6,123
| -36% | -$198K | 0.15% | 113 |
|
|
2023
Q2 | $625K | Buy |
16,818
+9,053
| +117% | +$337K | 0.26% | 79 |
|
|
2023
Q1 | $290K | Sell |
7,765
-497
| -6% | -$18.6K | 0.13% | 121 |
|
|
2022
Q4 | $333K | Buy |
8,262
+2,706
| +49% | +$109K | 0.14% | 97 |
|
|
2022
Q3 | $211K | Buy |
5,556
+483
| +10% | +$18.3K | 0.1% | 85 |
|
|
2022
Q2 | $227K | Buy |
+5,073
| New | +$227K | 0.09% | 90 |
|
|
2021
Q3 | – | Sell |
-4,284
| Closed | -$240K | – | 113 |
|
|
2021
Q2 | $240K | Sell |
4,284
-2,115
| -33% | -$118K | 0.11% | 89 |
|
|
2021
Q1 | $372K | Sell |
6,399
-10,175
| -61% | -$592K | 0.18% | 88 |
|
|
2020
Q4 | $974K | Sell |
16,574
-77,413
| -82% | -$4.55M | 0.49% | 47 |
|
|
2020
Q3 | $5.59M | Sell |
93,987
-33,122
| -26% | -$1.97M | 2.41% | 3 |
|
|
2020
Q2 | $7.23M | Sell |
127,109
-6,128
| -5% | -$348K | 2.93% | 3 |
|
|
2020
Q1 | $7.16M | Buy |
133,237
+75,331
| +130% | +$4.05M | 3.35% | 4 |
|
|
2019
Q4 | $3.56M | Buy |
57,906
+3,447
| +6% | +$212K | 1.48% | 13 |
|
|
2019
Q3 | $3.26M | Buy |
54,459
+49,849
| +1,081% | +$2.99M | 0.89% | 14 |
|
|
2019
Q2 | $263K | Sell |
4,610
-367
| -7% | -$20.9K | 0.08% | 106 |
|
|
2019
Q1 | $294K | Sell |
4,977
-192
| -4% | -$11.3K | 0.08% | 98 |
|
|
2018
Q4 | $291K | Buy |
+5,169
| New | +$291K | 0.09% | 81 |
|