MWA
Moser Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Sell |
1,350
-650
| -33% | -$57.9K | 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 | +$167K | 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% | -$79K | 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 |
|