Raab & Moskowitz Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,568	Closed	-$425K	–	484
2019 Q4	$425K	Sell	2,568 -479	-16%	-$76.3K	0.17%	113
2019 Q3	$468K	Sell	3,047 -771	-20%	-$120K	0.2%	108
2019 Q2	$598K	Sell	3,818 -442	-10%	-$68.3K	0.27%	95
2019 Q1	$650K	Sell	4,260 -108	-2%	-$16.1K	0.3%	88
2018 Q4	$576K	Sell	4,368 -128	-3%	-$18.6K	0.28%	91
2018 Q3	$730K	Sell	4,496 -4	-0.1%	-$647	0.3%	83
2018 Q2	$700K	Sell	4,500 -13	-0.3%	-$1.99K	0.33%	84
2018 Q1	$663K	Hold	4,513	–	–	0.33%	84
2017 Q4	$667K	Sell	4,513 -6	-0.1%	-$868	0.32%	83
2017 Q3	$648K	Sell	4,519 -891	-16%	-$121K	0.31%	85
2017 Q2	$718K	Buy	5,410 +246	+5%	+$33K	0.36%	82
2017 Q1	$688K	Buy	5,164 +2,446	+90%	+$324K	0.36%	83
2016 Q4	$350K	Buy	+2,718	New	+$337K	0.19%	112
2015 Q1	–	Sell	-216	Closed	-$25K	–	351
2014 Q4	$25K	Buy	+216	New	+$24.6K	0.01%	254

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raab & Moskowitz Asset Management's VB Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2020, closing a stake of 2,568 shares — an estimated $425K sold.

Raab & Moskowitz Asset Management first reported a position in VB in Q4 2014 and held it in 14 quarters. The position peaked at $730K in Q3 2018. 1,046 funds tracked by Wall St. Rank hold VB as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 2,568 Vanguard Morningstar Small-Cap ETF shares in Q1 2020, an estimated $425K.
Raab & Moskowitz Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and held it in 14 quarters.
Raab & Moskowitz Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $730K in Q3 2018.
1,046 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.