Moser Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Moser Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$120K	Sell	1,350 -650	-33%	-$57.3K	0.06%	87
2025 Q1	$181K	Hold	2,000	–	–	0.09%	85
2024 Q4	$178K	Hold	2,000	–	–	0.09%	79
2024 Q3	$195K	Hold	2,000	–	–	0.1%	77
2024 Q2	$168K	Hold	2,000	–	–	0.09%	78
2024 Q1	$173K	Hold	2,000	–	–	0.1%	76
2023 Q4	$177K	Hold	2,000	–	–	0.11%	72
2023 Q3	$151K	Hold	2,000	–	–	0.11%	69
2023 Q2	$167K	Buy	+2,000	New	+$164K	0.11%	68
2022 Q4	$165K	Hold	2,000	–	–	0.12%	68
2022 Q3	$160K	Hold	2,000	–	–	0.13%	69
2022 Q2	$182K	Hold	2,000	–	–	0.14%	69
2022 Q1	$217K	Hold	2,000	–	–	0.14%	69
2021 Q4	$232K	Hold	2,000	–	–	0.14%	70
2021 Q3	$204K	Hold	2,000	–	–	0.13%	69
2021 Q2	$204K	Hold	2,000	–	–	0.13%	69
2021 Q1	$184K	Hold	2,000	–	–	0.13%	69
2020 Q4	$170K	Hold	2,000	–	–	0.13%	65
2020 Q3	$158K	Sell	2,000 -1,000	-33%	-$80.3K	0.13%	61
2020 Q2	$236K	Hold	3,000	–	–	0.23%	49
2020 Q1	$210K	Hold	3,000	–	–	0.24%	47
2019 Q4	$278K	Buy	+3,000	New	+$278K	0.27%	49

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moser Wealth Advisors's VNQ Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 33% in Q2 2025, selling an estimated $57.3K and leaving 1,350 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #87.

Moser Wealth Advisors first reported a position in VNQ in Q4 2019 and has held it in 22 quarters since. The position peaked at $278K in Q4 2019. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Moser Wealth Advisors held 1,350 shares of Vanguard Real Estate ETF worth $120K as of Q2 2025.
Moser Wealth Advisors sold 650 Vanguard Real Estate ETF shares in Q2 2025, an estimated $57.3K.
Vanguard Real Estate ETF made up 0.06% of Moser Wealth Advisors's portfolio in Q2 2025, its #87 holding.
Moser Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Vanguard Real Estate ETF position peaked at $278K in Q4 2019.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.