Moser Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Moser Wealth Advisors, LLC
- $201 Million
- Q2 2025
A detailed history of Moser Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 1,350 shares of VNQ stock, worth $120,946. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,350
Previous 2,000
32.5%
Holding current value
$120,946
Previous $181,000
33.7%
% of portfolio
0.06%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,933Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio