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Annapolis Financial Services’s TCW Transform 500 ETF VOTE Stock Holding History

Annapolis Financial Services’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
Q2 		– Sell
-723
Closed -$34.4K – 502
2023
Q1 		$34.4K Buy
+723
New +$33.5K 0.01% 199

Other funds holding VOTE

JP Morgan Chase
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Annapolis Financial Services's VOTE Position: Q2 2023 in Review

Annapolis Financial Services sold out of TCW Transform 500 ETF (VOTE) in Q2 2023, closing a stake of 723 shares — an estimated $34.4K sold.

Annapolis Financial Services first reported a position in VOTE in Q1 2023 and held it in 1 quarter. The position peaked at $34.4K in Q1 2023. 48 funds tracked by Wall St. Rank hold VOTE as of Q2 2023.

  • Annapolis Financial Services reported no remaining TCW Transform 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 723 TCW Transform 500 ETF shares in Q2 2023, an estimated $34.4K.
  • Annapolis Financial Services first reported a position in TCW Transform 500 ETF in Q1 2023 and held it in 1 quarter.
  • Annapolis Financial Services's TCW Transform 500 ETF position peaked at $34.4K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2023.

Based on Annapolis Financial Services's 13F filing for Q2 2023, filed 18 Jul 2023.