Raab & Moskowitz Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-868	Closed	-$42K	–	500
2019 Q4	$42K	Buy	+868	New	+$42.7K	0.02%	271
2018 Q4	–	Sell	-1,520	Closed	-$73K	–	489
2018 Q3	$73K	Buy	+1,520	New	+$74.2K	0.03%	231

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

TAIM

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Raab & Moskowitz Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 868 shares — an estimated $42K sold.

Raab & Moskowitz Asset Management first reported a position in VTIP in Q3 2018 and held it in 2 quarters. The position peaked at $73K in Q3 2018. 354 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 868 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $42K.
Raab & Moskowitz Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and held it in 2 quarters.
Raab & Moskowitz Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $73K in Q3 2018.
354 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

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