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 $121,810. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,350
Previous 2,000
32.5%
Holding current value
$121,810
Previous $181,000
33.7%
% of portfolio
0.06%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,920Shares Held
252MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.3 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.23 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$918 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$913 Million0.66% of portfolio