VitalStone Financial’s Verizon VZ Stock Holding History

VitalStone Financial’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 Q3	$8.53K	Hold	190	–	–	0.01%	278
2024 Q2	$7.84K	Sell	190 -76	-29%	-$3.06K	0.01%	290
2024 Q1	$11K	Sell	266 -10,290	-97%	-$415K	0.01%	270
2023 Q4	$398K	Sell	10,556 -1,945	-16%	-$68.8K	0.32%	58
2023 Q3	$446K	Buy	12,501 +12,457	+28,311%	+$421K	0.38%	49
2023 Q2	$2K	Sell	44 -7	-14%	-$259	﹤0.01%	810
2023 Q1	$3K	Buy	+51	New	+$2.01K	﹤0.01%	287

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

VitalStone Financial's VZ Position: Q3 2024 in Review

VitalStone Financial held its Verizon (VZ) position steady in Q3 2024 at 190 shares worth $8.53K. The position accounts for 0.01% of the portfolio, ranked #278.

VitalStone Financial first reported a position in VZ in Q1 2023 and has held it in 7 quarters since. The position peaked at $446K in Q3 2023. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

VitalStone Financial held 190 shares of Verizon worth $8.53K as of Q3 2024.
VitalStone Financial left its Verizon share count unchanged in Q3 2024.
Verizon made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #278 holding.
VitalStone Financial first reported a position in Verizon in Q1 2023 and has held it in 7 quarters since.
VitalStone Financial's Verizon position peaked at $446K in Q3 2023.
2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.