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Raab & Moskowitz Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-432
Closed -$59K – 485
2019
Q4 		$59K Buy
+432
New +$57.2K 0.02% 236
2018
Q4 		– Sell
-516
Closed -$71K – 474
2018
Q3 		$71K Buy
+516
New +$72.4K 0.03% 234
2015
Q1 		– Sell
-352
Closed -$37K – 352
2014
Q4 		$37K Buy
+352
New +$36.3K 0.02% 218

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raab & Moskowitz Asset Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2020, closing a stake of 432 shares — an estimated $59K sold.

Raab & Moskowitz Asset Management first reported a position in VBR in Q4 2014 and held it in 3 quarters. The position peaked at $71K in Q3 2018. 691 funds tracked by Wall St. Rank hold VBR as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 432 Vanguard Small-Cap Value ETF shares in Q1 2020, an estimated $59K.
  • Raab & Moskowitz Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2014 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's Vanguard Small-Cap Value ETF position peaked at $71K in Q3 2018.
  • 691 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2020.

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