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Legacy Wealth Planning, LLC

SEC CIK
0001802490
Latest filing
Nov 10, 2022

VZ holding history

Verizon Communications Inc in every 13F filed by Legacy Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VZ overviewAll 13F holders of VZFull Q3 2022 holdings

Shares (Q3 2022)
8,597
Value
$326.0K
% of portfolio
0.5%
Quarters held
7
Since Q1 2021
Holdings of VZ by Legacy Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20228,597$326.0K0.5%−491−5.4%ReducedHolders
Q2 20229,088$461.0K0.7%+425+4.9%AddedHolders
Q1 20228,663$441.0K0.5%−96−1.1%ReducedHolders
Q4 20218,759$455.0K0.5%−925−9.6%ReducedHolders
Q3 20219,684$523.0K0.6%+10+0.1%AddedHolders
Q2 20219,674$542.0K0.6%−267−2.7%ReducedHolders
Q1 20219,941$578.0K0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.