White Lighthouse Investment Management’s Verizon VZ Stock Holding History

White Lighthouse Investment 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
2023 Q1	–	Sell	-5,100	Closed	-$201K	–	115
2022 Q4	$201K	Buy	+5,100	New	+$192K	0.05%	114
2022 Q3	–	Sell	-5,100	Closed	-$259K	–	112
2022 Q2	$259K	Sell	5,100 -8	-0.2%	-$405	0.07%	97
2022 Q1	$260K	Sell	5,108 -6	-0.1%	-$318	0.07%	100
2021 Q4	$266K	Sell	5,114 -111	-2%	-$5.79K	0.07%	106
2021 Q3	$282K	Sell	5,225 -20	-0.4%	-$1.11K	0.08%	94
2021 Q2	$294K	Sell	5,245 -98	-2%	-$5.62K	0.08%	96
2021 Q1	$311K	Sell	5,343 -96	-2%	-$5.42K	0.1%	91
2020 Q4	$320K	Hold	5,439	–	–	0.1%	91
2020 Q3	$324K	Hold	5,439	–	–	0.11%	90
2020 Q2	$300K	Buy	5,439 +14	+0.3%	+$788	0.11%	94
2020 Q1	$291K	Buy	5,425 +145	+3%	+$8.3K	0.12%	97
2019 Q4	$324K	Hold	5,280	–	–	0.12%	105
2019 Q3	$319K	Buy	5,280 +180	+4%	+$10.4K	0.13%	98
2019 Q2	$291K	Sell	5,100 -312	-6%	-$18K	0.12%	104
2019 Q1	$320K	Sell	5,412 -214	-4%	-$12.1K	0.15%	92
2018 Q4	$316K	Hold	5,626	–	–	0.17%	91
2018 Q3	$300K	Hold	5,626	–	–	0.15%	94
2018 Q2	$283K	Sell	5,626 -548	-9%	-$26.5K	0.16%	96
2018 Q1	$295K	Buy	6,174 +1,060	+21%	+$53.3K	0.17%	95
2017 Q4	$271K	Buy	+5,114	New	+$251K	0.16%	101

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

White Lighthouse Investment Management's VZ Position: Q1 2023 in Review

White Lighthouse Investment Management sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,100 shares — an estimated $201K sold.

White Lighthouse Investment Management first reported a position in VZ in Q4 2017 and held it in 20 quarters. The position peaked at $324K in Q3 2020. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

White Lighthouse Investment Management reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
White Lighthouse Investment Management sold 5,100 Verizon shares in Q1 2023, an estimated $201K.
White Lighthouse Investment Management first reported a position in Verizon in Q4 2017 and held it in 20 quarters.
White Lighthouse Investment Management's Verizon position peaked at $324K in Q3 2020.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on White Lighthouse Investment Management's 13F filing for Q1 2023, filed 20 Apr 2023.