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Elwood & Goetz Wealth Advisory Group’s Verizon VZ Stock Holding History

Elwood & Goetz Wealth Advisory 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
2026
Q1 		$295K Sell
5,870
-1,175
-17% -$54.5K 0.05% 108
2025
Q4 		$287K Buy
7,045
+1,492
+27% +$60.5K 0.05% 110
2025
Q3 		$244K Hold
5,553
– – 0.05% 115
2025
Q2 		$240K Sell
5,553
-84
-1% -$3.64K 0.05% 104
2025
Q1 		$256K Sell
5,637
-1,004
-15% -$41.8K 0.06% 84
2024
Q4 		$266K Buy
6,641
+107
+2% +$4.51K 0.06% 83
2024
Q3 		$293K Hold
6,534
– – 0.07% 76
2024
Q2 		$269K Buy
6,534
+1,500
+30% +$60.5K 0.08% 61
2024
Q1 		$211K Buy
+5,034
New +$203K 0.05% 84
2022
Q3 		– Sell
-4,265
Closed -$216K – 65
2022
Q2 		$216K Sell
4,265
-500
-10% -$25.3K 0.07% 59
2022
Q1 		$243K Buy
4,765
+250
+6% +$13.2K 0.08% 59
2021
Q4 		$235K Buy
4,515
+250
+6% +$13K 0.07% 54
2021
Q3 		$230K Hold
4,265
– – 0.08% 51
2021
Q2 		$239K Hold
4,265
– – 0.09% 46
2021
Q1 		$248K Hold
4,265
– – 0.1% 41
2020
Q4 		$251K Hold
4,265
– – 0.11% 43
2020
Q3 		$254K Hold
4,265
– – 0.14% 35
2020
Q2 		$235K Hold
4,265
– – 0.14% 34
2020
Q1 		$229K Hold
4,265
– – 0.17% 30
2019
Q4 		$262K Sell
4,265
-38
-0.9% -$2.29K 0.19% 29
2019
Q3 		$260K Buy
4,303
+38
+0.9% +$2.19K 0.21% 30
2019
Q2 		$244K Hold
4,265
– – 0.21% 29
2019
Q1 		$252K Sell
4,265
-9
-0.2% -$510 0.23% 28
2018
Q4 		$240K Buy
+4,274
New +$243K 0.25% 28

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VZ Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Verizon (VZ) stake by 17% in Q1 2026, selling an estimated $54.5K and leaving 5,870 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #108.

Elwood & Goetz Wealth Advisory Group first reported a position in VZ in Q4 2018 and has held it in 24 quarters since. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 5,870 shares of Verizon worth $295K as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group sold 1,175 Verizon shares in Q1 2026, an estimated $54.5K.
  • Verizon made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #108 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Verizon in Q4 2018 and has held it in 24 quarters since.
  • 3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.