Von Berge Wealth Management Group’s Verizon VZ Stock Holding History

Von Berge Wealth Management Group’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
2023 Q3	–	Sell	-5,430	Closed	-$202K	–	62
2023 Q2	$202K	Buy	5,430 +18	+0.3%	+$666	0.17%	61
2023 Q1	$212K	Buy	5,412 +15	+0.3%	+$592	0.19%	60
2022 Q4	$219K	Sell	5,397 -518	-9%	-$19.5K	0.2%	57
2022 Q3	$217K	Buy	5,915 +14	+0.2%	+$623	0.23%	50
2022 Q2	$298K	Buy	5,901 +13	+0.2%	+$658	0.31%	40
2022 Q1	$317K	Buy	5,888 +12	+0.2%	+$636	0.29%	44
2021 Q4	$313K	Buy	+5,876	New	+$307K	0.29%	40

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Von Berge Wealth Management Group's VZ Position: Q3 2023 in Review

Von Berge Wealth Management Group sold out of Verizon (VZ) in Q3 2023, closing a stake of 5,430 shares — an estimated $202K sold.

Von Berge Wealth Management Group first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $317K in Q1 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Von Berge Wealth Management Group reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Von Berge Wealth Management Group sold 5,430 Verizon shares in Q3 2023, an estimated $202K.
Von Berge Wealth Management Group first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
Von Berge Wealth Management Group's Verizon position peaked at $317K in Q1 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2023, filed 6 Nov 2023.