Belpointe Asset Management’s TCW Transform 500 ETF VOTE Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-500	Closed	-$23.8K	–	3318
2023 Q1	$23.8K	Hold	500	–	–	﹤0.01%	2211
2022 Q4	$22.1K	Buy	+500	New	+$22.3K	﹤0.01%	2110

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

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

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

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

Belpointe Asset Management's VOTE Position: Q2 2023 in Review

Belpointe Asset Management sold out of TCW Transform 500 ETF (VOTE) in Q2 2023, closing a stake of 500 shares — an estimated $23.8K sold.

Belpointe Asset Management first reported a position in VOTE in Q4 2022 and held it in 2 quarters. The position peaked at $23.8K in Q1 2023. 48 funds tracked by Wall St. Rank hold VOTE as of Q2 2023.

Belpointe Asset Management reported no remaining TCW Transform 500 ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 500 TCW Transform 500 ETF shares in Q2 2023, an estimated $23.8K.
Belpointe Asset Management first reported a position in TCW Transform 500 ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's TCW Transform 500 ETF position peaked at $23.8K in Q1 2023.
48 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.