RMAM
Raab & Moskowitz Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,568
| Closed | -$425K | – | 484 |
|
|
2019
Q4 | $425K | Sell |
2,568
-479
| -16% | -$79.3K | 0.17% | 113 |
|
|
2019
Q3 | $468K | Sell |
3,047
-771
| -20% | -$118K | 0.2% | 108 |
|
|
2019
Q2 | $598K | Sell |
3,818
-442
| -10% | -$69.2K | 0.27% | 95 |
|
|
2019
Q1 | $650K | Sell |
4,260
-108
| -2% | -$16.5K | 0.3% | 88 |
|
|
2018
Q4 | $576K | Sell |
4,368
-128
| -3% | -$16.9K | 0.28% | 91 |
|
|
2018
Q3 | $730K | Sell |
4,496
-4
| -0.1% | -$649 | 0.3% | 83 |
|
|
2018
Q2 | $700K | Sell |
4,500
-13
| -0.3% | -$2.02K | 0.33% | 84 |
|
|
2018
Q1 | $663K | Hold |
4,513
| – | – | 0.33% | 84 |
|
|
2017
Q4 | $667K | Sell |
4,513
-6
| -0.1% | -$887 | 0.32% | 83 |
|
|
2017
Q3 | $648K | Sell |
4,519
-891
| -16% | -$128K | 0.31% | 85 |
|
|
2017
Q2 | $718K | Buy |
5,410
+246
| +5% | +$32.6K | 0.36% | 82 |
|
|
2017
Q1 | $688K | Buy |
5,164
+2,446
| +90% | +$326K | 0.36% | 83 |
|
|
2016
Q4 | $350K | Buy |
+2,718
| New | +$350K | 0.19% | 112 |
|
|
2015
Q1 | – | Sell |
-216
| Closed | -$25K | – | 354 |
|
|
2014
Q4 | $25K | Buy |
+216
| New | +$25K | 0.01% | 254 |
|