Waller Financial Planning Group’s Verizon VZ Stock Holding History

Waller Financial Planning 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
2022 Q2	–	Sell	-4,729	Closed	-$241K	–	57
2022 Q1	$241K	Hold	4,729	–	–	0.06%	45
2021 Q4	$246K	Sell	4,729 -1,163	-20%	-$60.7K	0.06%	46
2021 Q3	$318K	Buy	5,892 +264	+5%	+$14.6K	0.08%	41
2021 Q2	$315K	Hold	5,628	–	–	0.08%	42
2021 Q1	$327K	Buy	5,628 +500	+10%	+$28.2K	0.09%	40
2020 Q4	$301K	Sell	5,128 -1,199	-19%	-$71.2K	0.09%	41
2020 Q3	$376K	Buy	6,327 +267	+4%	+$15.5K	0.14%	38
2020 Q2	$334K	Sell	6,060 -300	-5%	-$16.9K	0.13%	41
2020 Q1	$342K	Buy	6,360 +554	+10%	+$31.7K	0.18%	37
2019 Q4	$356K	Hold	5,806	–	–	0.18%	40
2019 Q3	$349K	Sell	5,806 -1,781	-23%	-$103K	0.18%	38
2019 Q2	$432K	Buy	7,587 +200	+3%	+$11.5K	0.24%	37
2019 Q1	$434K	Sell	7,387 -37	-0.5%	-$2.1K	0.25%	37
2018 Q4	$417K	Buy	+7,424	New	+$421K	0.29%	36

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waller Financial Planning Group's VZ Position: Q2 2022 in Review

Waller Financial Planning Group sold out of Verizon (VZ) in Q2 2022, closing a stake of 4,729 shares — an estimated $241K sold.

Waller Financial Planning Group first reported a position in VZ in Q4 2018 and held it in 14 quarters. The position peaked at $434K in Q1 2019. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Waller Financial Planning Group reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
Waller Financial Planning Group sold 4,729 Verizon shares in Q2 2022, an estimated $241K.
Waller Financial Planning Group first reported a position in Verizon in Q4 2018 and held it in 14 quarters.
Waller Financial Planning Group's Verizon position peaked at $434K in Q1 2019.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Waller Financial Planning Group's 13F filing for Q2 2022, filed 18 Jul 2022.