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Wealthcare Capital Management’s Verizon VZ Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-2,178
Closed -$127K – 659
2021
Q1 		$127K Buy
+2,178
New +$123K 0.01% 91
2020
Q2 		– Sell
-836
Closed -$45K – 246
2020
Q1 		$45K Sell
836
-251
-23% -$14.4K 0.01% 96
2019
Q4 		$67K Buy
1,087
+305
+39% +$18.4K 0.01% 98
2019
Q3 		$47K Hold
782
– – 0.01% 101
2019
Q2 		$45K Hold
782
– – 0.01% 99
2019
Q1 		$46K Buy
782
+1
+0.1% +$57 0.01% 102
2018
Q4 		$44K Hold
781
– – 0.01% 99
2018
Q3 		$42K Hold
781
– – ﹤0.01% 104
2018
Q2 		$39K Hold
781
– – ﹤0.01% 100
2018
Q1 		$37K Sell
781
-40
-5% -$2.01K ﹤0.01% 98
2017
Q4 		$43K Buy
821
+41
+5% +$2.02K ﹤0.01% 93
2017
Q3 		$39K Hold
780
– – ﹤0.01% 91
2017
Q2 		$35K Hold
780
– – ﹤0.01% 93
2017
Q1 		$38K Hold
780
– – ﹤0.01% 91
2016
Q4 		$42K Hold
780
– – ﹤0.01% 85
2016
Q3 		$41K Buy
780
+1
+0.1% +$54 ﹤0.01% 80
2016
Q2 		$44K Buy
779
+700
+886% +$36.3K 0.01% 75
2016
Q1 		$4K Sell
79
-4,226
-98% -$211K ﹤0.01% 166
2015
Q4 		$199K Hold
4,305
– – 0.02% 46
2015
Q3 		$187K Sell
4,305
-95
-2% -$4.38K 0.02% 45
2015
Q2 		$205K Sell
4,400
-11,171
-72% -$547K 0.02% 48
2015
Q1 		$757K Buy
15,571
+11,345
+268% +$548K 0.09% 32
2014
Q4 		$198K Hold
4,226
– – 0.03% 43
2014
Q3 		$211K Hold
4,226
– – 0.03% 40
2014
Q2 		$207K Hold
4,226
– – 0.03% 40
2014
Q1 		$201K Hold
4,226
– – 0.03% 42
2013
Q4 		$208K Hold
4,226
– – 0.03% 25
2013
Q3 		$197K Sell
4,226
-45
-1% -$2.2K 0.03% 24
2013
Q2 		$215K Buy
+4,271
New +$218K 0.04% 22

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthcare Capital Management's VZ Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Verizon (VZ) in Q2 2021, closing a stake of 2,178 shares — an estimated $127K sold.

Wealthcare Capital Management first reported a position in VZ in Q2 2013 and held it in 29 quarters. The position peaked at $757K in Q1 2015. 2,817 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 2,178 Verizon shares in Q2 2021, an estimated $127K.
  • Wealthcare Capital Management first reported a position in Verizon in Q2 2013 and held it in 29 quarters.
  • Wealthcare Capital Management's Verizon position peaked at $757K in Q1 2015.
  • 2,817 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.