Zynergy Retirement Planning’s Verizon VZ Stock Holding History

Zynergy Retirement Planning’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
2025 Q2	–	Sell	-489	Closed	-$19.6K	–	109
2025 Q1	$19.6K	Hold	489	–	–	0.01%	66
2024 Q4	$22K	Hold	489	–	–	0.02%	59
2024 Q3	$22K	Sell	489 -462	-49%	-$19.3K	0.02%	59
2024 Q2	$39.2K	Buy	+951	New	+$38.3K	0.03%	47

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Zynergy Retirement Planning's VZ Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Verizon (VZ) in Q2 2025, closing a stake of 489 shares — an estimated $19.6K sold.

Zynergy Retirement Planning first reported a position in VZ in Q2 2024 and held it in 4 quarters. The position peaked at $39.2K in Q2 2024. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Zynergy Retirement Planning reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
Zynergy Retirement Planning sold 489 Verizon shares in Q2 2025, an estimated $19.6K.
Zynergy Retirement Planning first reported a position in Verizon in Q2 2024 and held it in 4 quarters.
Zynergy Retirement Planning's Verizon position peaked at $39.2K in Q2 2024.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.