RMAM
VOT icon

Raab & Moskowitz Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-17
Closed -$2K – 364
2014
Q4 		$2K Buy
+17
New +$1.68K ﹤0.01% 446

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raab & Moskowitz Asset Management's VOT Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2015, closing a stake of 17 shares — an estimated $2K sold.

Raab & Moskowitz Asset Management first reported a position in VOT in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 200 funds tracked by Wall St. Rank hold VOT as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 17 Vanguard Mid-Cap Growth ETF shares in Q1 2015, an estimated $2K.
  • Raab & Moskowitz Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $2K in Q4 2014.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.