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 Q2	$246K	Sell	5,819 -51	-0.9%	-$2.39K	0.04%	136
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VZ Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Verizon (VZ) stake by 0.87% in Q2 2026, selling an estimated $2.39K and leaving 5,819 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #136.

Elwood & Goetz Wealth Advisory Group first reported a position in VZ in Q4 2018 and has held it in 25 quarters since. The position peaked at $295K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 5,819 shares of Verizon worth $246K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 51 Verizon shares in Q2 2026, an estimated $2.39K.
Verizon made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #136 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Verizon in Q4 2018 and has held it in 25 quarters since.
Elwood & Goetz Wealth Advisory Group's Verizon position peaked at $295K in Q1 2026.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.