Number of Shares
56,015.00
Current Holdings Value*
$9.68 Mil
% of Portfolio
2.43%
Total Estimate Gain
$2.37 Mil
% of Total Estimate Gain
26.88%

Raab & Moskowitz Asset Management LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Raab & Moskowitz Asset Management LLC held 56,015.00 shares of Vanguard Value ETF(VTV), totaling $9.68 Mil. This investment constitutes 2.43% of their stock portfolio, and Raab & Moskowitz Asset Management LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2014Q4. And since then Raab & Moskowitz Asset Management LLC has made 20 purchases of VTV, at an average price of $132.15, for a total of 66,610.00 shares. In addition, there have been 10 sales at an average price of $118.50 for 10,595.00 shares. Based on historical transaction data and VTV's current price of $176.97, Raab & Moskowitz Asset Management LLC's estimated gain on his VTV holdings is $2.37 Mil, reflecting a 26.88% gain to date.

Raab & Moskowitz Asset Management LLC VTV ($176.97) Holding Chart

Raab & Moskowitz Asset Management LLC VTV ($176.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1