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Raab & Moskowitz Asset Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-64
Closed -$4K – 491
2018
Q3 		$4K Buy
+64
New +$4.34K ﹤0.01% 483
2015
Q1 		– Sell
-36
Closed -$2K – 368
2014
Q4 		$2K Buy
+36
New +$1.66K ﹤0.01% 448

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raab & Moskowitz Asset Management's VTWO Position: Q4 2018 in Review

Raab & Moskowitz Asset Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2018, closing a stake of 64 shares — an estimated $4K sold.

Raab & Moskowitz Asset Management first reported a position in VTWO in Q4 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 167 funds tracked by Wall St. Rank hold VTWO as of Q4 2018.

  • Raab & Moskowitz Asset Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 64 Vanguard Russell 2000 ETF shares in Q4 2018, an estimated $4K.
  • Raab & Moskowitz Asset Management first reported a position in Vanguard Russell 2000 ETF in Q4 2014 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Vanguard Russell 2000 ETF position peaked at $4K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2018.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.