Moser Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Moser Wealth Advisors, LLC
- $189 Million
- Q4 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 $181,040. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$181,040
Previous $194,000
8.25%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,879Shares Held
229MCall Options Held
1.5MPut Options Held
1.47M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$869 Million0.07% of portfolio