Raab & Moskowitz Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-37	Closed	-$5K	–	502
2019 Q4	$5K	Buy	+37	New	+$5.23K	﹤0.01%	458
2018 Q4	–	Sell	-37	Closed	-$4K	–	492
2018 Q3	$4K	Buy	+37	New	+$4.85K	﹤0.01%	484

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Raab & Moskowitz Asset Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2020, closing a stake of 37 shares — an estimated $5K sold.

Raab & Moskowitz Asset Management first reported a position in VV in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 564 funds tracked by Wall St. Rank hold VV as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 37 Vanguard Morningstar Large-Cap ETF shares in Q1 2020, an estimated $5K.
Raab & Moskowitz Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and held it in 2 quarters.
Raab & Moskowitz Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $5K in Q4 2019.
564 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2020.

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