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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by Phoenix Wealth Advisors, 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 Q2 2026 holdings

Shares (Q2 2026)
44,219
Value
$1.87M
% of portfolio
0.6%
Quarters held
17
Since Q1 2021
Holdings of VZ by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,219$1.87M0.6%−33−0.1%ReducedHolders
Q1 202644,252$2.22M0.9%−979−2.2%ReducedHolders
Q4 202545,231$1.84M0.7%−12,507−21.7%ReducedHolders
Q3 202557,738$2.54M1.0%−2,798−4.6%ReducedHolders
Q2 202560,536$2.62M1.1%−1,877−3.0%ReducedHolders
Q1 202562,413$2.83M1.2%+97+0.2%AddedHolders
Q4 202462,316$2.49M1.1%−2,689−4.1%ReducedHolders
Q3 202465,005$2.92M1.4%−667−1.0%ReducedHolders
Q2 202465,672$2.71M1.4%+26,868+69.2%AddedHolders
Q1 202438,804$1.63M1.0%+38,804NewHolders
Q4 20220$00.0%−55,806−100.0%Sold outHolders
Q3 202255,806$2.12M2.1%−733−1.3%ReducedHolders
Q2 202256,539$2.87M2.8%+877+1.6%AddedHolders
Q1 202255,662$2.96M3.1%−1,659−2.9%ReducedHolders
Q4 202157,321$2.98M2.2%+1,236+2.2%AddedHolders
Q3 202156,085$3.03M2.3%+938+1.7%AddedHolders
Q2 202155,147$3.11M2.2%+1,470+2.7%AddedHolders
Q1 202153,677$3.13M2.4%––Holders

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