Baldwin Wealth Partners’s TCW Transform 500 ETF VOTE Stock Holding History

Baldwin Wealth Partners’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	-50	Closed	-$3.35K	–	1004
2024 Q3	$3.35K	Hold	50	–	–	﹤0.01%	907
2024 Q2	$3.18K	Hold	50	–	–	﹤0.01%	626
2024 Q1	$3.06K	Hold	50	–	–	﹤0.01%	626
2023 Q4	$2.78K	Hold	50	–	–	﹤0.01%	655
2023 Q3	$2.49K	Hold	50	–	–	﹤0.01%	675
2023 Q2	$2.58K	Hold	50	–	–	﹤0.01%	687
2023 Q1	$2.38K	Hold	50	–	–	﹤0.01%	721
2022 Q4	$2.21K	Hold	50	–	–	﹤0.01%	709
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	624
2022 Q2	$2K	Buy	+50	New	+$2.38K	﹤0.01%	655

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

Baldwin Wealth Partners's VOTE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of TCW Transform 500 ETF (VOTE) in Q4 2024, closing a stake of 50 shares — an estimated $3.35K sold.

Baldwin Wealth Partners first reported a position in VOTE in Q2 2022 and held it in 10 quarters. The position peaked at $3.35K in Q3 2024. 79 funds tracked by Wall St. Rank hold VOTE as of Q4 2024.

Baldwin Wealth Partners reported no remaining TCW Transform 500 ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 50 TCW Transform 500 ETF shares in Q4 2024, an estimated $3.35K.
Baldwin Wealth Partners first reported a position in TCW Transform 500 ETF in Q2 2022 and held it in 10 quarters.
Baldwin Wealth Partners's TCW Transform 500 ETF position peaked at $3.35K in Q3 2024.
79 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.