Raab & Moskowitz Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-140	Closed	-$11K	–	499
2019 Q4	$11K	Buy	+140	New	+$10.9K	﹤0.01%	398
2018 Q4	–	Sell	-415	Closed	-$31K	–	488
2018 Q3	$31K	Buy	+415	New	+$31.2K	0.01%	302
2015 Q1	–	Sell	-120	Closed	-$7K	–	366
2014 Q4	$7K	Buy	+120	New	+$7.21K	﹤0.01%	374

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Raab & Moskowitz Asset Management sold out of Vanguard Total World Stock ETF (VT) in Q1 2020, closing a stake of 140 shares — an estimated $11K sold.

Raab & Moskowitz Asset Management first reported a position in VT in Q4 2014 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 493 funds tracked by Wall St. Rank hold VT as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Vanguard Total World Stock ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 140 Vanguard Total World Stock ETF shares in Q1 2020, an estimated $11K.
Raab & Moskowitz Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's Vanguard Total World Stock ETF position peaked at $31K in Q3 2018.
493 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2020.

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