Raab & Moskowitz Asset Management’s Vanguard Morningstar 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 $59.1B AUM 18.41% 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 $202B AUM 37.79% 1-Year Est. Return

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

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

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

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Raab & Moskowitz Asset Management sold out of Vanguard Morningstar 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. 542 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

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

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