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

BerganKDV 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 Q2	–	Sell	-126	Closed	-$6K	–	1074
2023 Q1	$6K	Buy	+126	New	+$5.83K	﹤0.01%	668

Other funds holding VOTE

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

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

LGWM

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

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

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

VAF

Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return

BerganKDV Wealth Management's VOTE Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of TCW Transform 500 ETF (VOTE) in Q2 2023, closing a stake of 126 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in VOTE in Q1 2023 and held it in 1 quarter. The position peaked at $6K in Q1 2023. 48 funds tracked by Wall St. Rank hold VOTE as of Q2 2023.

BerganKDV Wealth Management reported no remaining TCW Transform 500 ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 126 TCW Transform 500 ETF shares in Q2 2023, an estimated $6K.
BerganKDV Wealth Management first reported a position in TCW Transform 500 ETF in Q1 2023 and held it in 1 quarter.
BerganKDV Wealth Management's TCW Transform 500 ETF position peaked at $6K in Q1 2023.
48 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.