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Koenig Investment Advisory, LLC → VZ
Koenig Investment Advisory, LLC VZ Position History
Verizon Communications Inc. • Communication Services
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.3M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 24.6K | — | — |
| Q2 2026 | $1.1M | 26.3K | — | — |
| Q1 2026 | $1.3M | 26.7K | — | — |
| Q4 2025 | $1.3M | 27.2K | — | — |
Other funds holding VZ
$15.8B
$15.2B
$14.6B
$13.7B
$10.8B
$9.5B
$9.3B
$9.1B
Other Koenig Investment Advisory, LLC positions
ETHA
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ETHA
$14.4MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$14.3MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$13.8MISHARES MSCI USA MIN VOL FACTOR ETF
VGES
$13.2MVANGUARD MID-CAP ETF
VGES
$12.8MVANGUARD MORNINGSTAR MID-CAP ETF
VGES
$12.7MVANGUARD MID-CAP ETF
VGES
$11.8MVANGUARD MID-CAP ETF