GoalVest Advisory’s Verizon VZ Stock Holding History

GoalVest Advisory’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	$1.95K	Buy	+46	New	+$2.16K	﹤0.01%	453
2026 Q1	–	Sell	-2,074	Closed	-$84.5K	–	549
2025 Q4	$84.5K	Buy	2,074 +1,104	+114%	+$44.8K	0.02%	195
2025 Q3	$42.6K	Hold	970	–	–	0.01%	232
2025 Q2	$42K	Buy	970 +939	+3,029%	+$40.7K	0.01%	222
2025 Q1	$1.41K	Buy	+31	New	+$1.29K	﹤0.01%	320
2024 Q4	–	Sell	-280	Closed	-$12.6K	–	438
2024 Q3	$12.6K	Sell	280 -207	-43%	-$8.64K	﹤0.01%	302
2024 Q2	$20.1K	Sell	487 -206	-30%	-$8.3K	0.01%	237
2024 Q1	$29.1K	Sell	693 -437	-39%	-$17.6K	0.01%	232
2023 Q4	$42.6K	Buy	1,130 +123	+12%	+$4.35K	0.02%	147
2023 Q3	$32.6K	Buy	1,007 +380	+61%	+$12.8K	0.02%	176
2023 Q2	$23.3K	Buy	627 +475	+313%	+$17.6K	0.01%	185
2023 Q1	$5.91K	Hold	152	–	–	﹤0.01%	201
2022 Q4	$5.99K	Sell	152 -59,582	-100%	-$2.24M	﹤0.01%	199
2022 Q3	$2.27M	Buy	59,734 +33,226	+125%	+$1.48M	1.59%	17
2022 Q2	$1.36M	Buy	26,508 +7,299	+38%	+$369K	0.86%	33
2022 Q1	$979K	Buy	+19,209	New	+$1.02M	0.55%	48
2021 Q2	$1.48M	Buy	26,402 +5,965	+29%	+$342K	0.92%	29
2021 Q1	$1.19M	Buy	20,437 +3,580	+21%	+$202K	0.89%	32
2020 Q4	$990K	Buy	+16,857	New	+$1M	0.83%	32

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

GoalVest Advisory's VZ Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Verizon (VZ) in Q2 2026: 46 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in VZ as recently as Q4 2025.

GoalVest Advisory first reported a position in VZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.27M in Q3 2022. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

GoalVest Advisory held 46 shares of Verizon worth $1.95K as of Q2 2026.
Verizon was a new GoalVest Advisory position in Q2 2026.
Verizon made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #453 holding.
GoalVest Advisory first reported a position in Verizon in Q4 2020 and has held it in 19 quarters since.
GoalVest Advisory's Verizon position peaked at $2.27M in Q3 2022.
568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.