Raab & Moskowitz Asset Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-17	Closed	-$2K	–	497
2019 Q4	$2K	Buy	+17	New	+$1.96K	﹤0.01%	504
2018 Q4	–	Sell	-132	Closed	-$14K	–	485
2018 Q3	$14K	Buy	+132	New	+$15K	0.01%	383
2015 Q1	–	Sell	-167	Closed	-$15K	–	362
2014 Q4	$15K	Buy	+167	New	+$14.6K	0.01%	301

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Raab & Moskowitz Asset Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 17 shares — an estimated $2K sold.

Raab & Moskowitz Asset Management first reported a position in VOE in Q4 2014 and held it in 3 quarters. The position peaked at $15K in Q4 2014. 543 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 17 Vanguard Mid-Cap Value ETF shares in Q1 2020, an estimated $2K.
Raab & Moskowitz Asset Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's Vanguard Mid-Cap Value ETF position peaked at $15K in Q4 2014.
543 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2020.

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