Abound Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Abound Wealth Management’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25	Closed	-$1.25K	–	1403
2023 Q3	$1.25K	Buy	+25	New	+$1.29K	﹤0.01%	685

Other funds holding VOTE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

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

Abound Wealth Management's VOTE Position: Q4 2023 in Review

Abound Wealth Management sold out of TCW Transform 500 ETF (VOTE) in Q4 2023, closing a stake of 25 shares — an estimated $1.25K sold.

Abound Wealth Management first reported a position in VOTE in Q3 2023 and held it in 1 quarter. The position peaked at $1.25K in Q3 2023. 62 funds tracked by Wall St. Rank hold VOTE as of Q4 2023.

Abound Wealth Management reported no remaining TCW Transform 500 ETF position as of Q4 2023 after selling out during the quarter.
Abound Wealth Management sold 25 TCW Transform 500 ETF shares in Q4 2023, an estimated $1.25K.
Abound Wealth Management first reported a position in TCW Transform 500 ETF in Q3 2023 and held it in 1 quarter.
Abound Wealth Management's TCW Transform 500 ETF position peaked at $1.25K in Q3 2023.
62 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.