Advisory Services Network’s TCW Transform 500 ETF VOTE Stock Holding History

Advisory Services Network’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
2024 Q4	–	Sell	-16,765	Closed	-$1.07M	–	1732
2024 Q3	$1.07M	Hold	16,765	–	–	0.02%	692
2024 Q2	$1.07M	Buy	16,765 +6,409	+62%	+$392K	0.02%	692
2024 Q1	$634K	Buy	10,356 +2,730	+36%	+$159K	0.01%	862
2023 Q4	$424K	Buy	7,626 +2,017	+36%	+$105K	0.01%	967
2023 Q3	$280K	Buy	5,609 +549	+11%	+$28.4K	0.01%	1167
2023 Q2	$261K	Buy	5,060 +570	+13%	+$27.8K	0.01%	1178
2023 Q1	$214K	Buy	4,490 +1,103	+33%	+$51K	0.01%	1271
2022 Q4	$150K	Buy	+3,387	New	+$151K	﹤0.01%	1406

Other funds holding VOTE

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LGWM

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

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

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

Advisory Services Network's VOTE Position: Q4 2024 in Review

Advisory Services Network sold out of TCW Transform 500 ETF (VOTE) in Q4 2024, closing a stake of 16,765 shares — an estimated $1.07M sold.

Advisory Services Network first reported a position in VOTE in Q4 2022 and held it in 8 quarters. The position peaked at $1.07M in Q3 2024. 79 funds tracked by Wall St. Rank hold VOTE as of Q4 2024.

Advisory Services Network reported no remaining TCW Transform 500 ETF position as of Q4 2024 after selling out during the quarter.
Advisory Services Network sold 16,765 TCW Transform 500 ETF shares in Q4 2024, an estimated $1.07M.
Advisory Services Network first reported a position in TCW Transform 500 ETF in Q4 2022 and held it in 8 quarters.
Advisory Services Network's TCW Transform 500 ETF position peaked at $1.07M in Q3 2024.
79 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2024.

Based on Advisory Services Network's 13F filing for Q4 2024, filed 13 Feb 2025.