Moser Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Moser Wealth Advisors, LLC
- $182 Million
- Q2 2024
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 2,000 shares of VNQ stock, worth $193,400. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$193,400
Previous $172,000
2.91%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$940 Million0.07% of portfolio