Moser Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Sell |
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|
2025
Q1 | $181K | Hold |
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|
2024
Q4 | $178K | Hold |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $168K | Hold |
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|
2024
Q1 | $173K | Hold |
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|
2023
Q4 | $177K | Hold |
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|
2023
Q3 | $151K | Hold |
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|
2023
Q2 | $167K | Buy |
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|
2022
Q4 | $165K | Hold |
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|
2022
Q3 | $160K | Hold |
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|
2022
Q2 | $182K | Hold |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $204K | Hold |
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|
2021
Q1 | $184K | Hold |
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|
2020
Q4 | $170K | Hold |
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|
2020
Q3 | $158K | Sell |
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|
2020
Q2 | $236K | Hold |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $278K | Buy |
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