Bogart Wealth LLC’s TCW Transform 500 ETF VOTE Stock Holding History

Bogart Wealth LLC’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
2026 Q2	$7.4K	Hold	84	–	–	﹤0.01%	1091
2026 Q1	$6.39K	Hold	84	–	–	﹤0.01%	1007
2025 Q4	$6.7K	Buy	84 +1	+1%	+$80	﹤0.01%	938
2025 Q3	$6.54K	Hold	83	–	–	﹤0.01%	920
2025 Q2	$6.04K	Hold	83	–	–	﹤0.01%	899
2025 Q1	$5.42K	Buy	+83	New	+$5.73K	﹤0.01%	887

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Bogart Wealth LLC's VOTE Position: Q2 2026 in Review

Bogart Wealth LLC held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 84 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Bogart Wealth LLC first reported a position in VOTE in Q1 2025 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Bogart Wealth LLC held 84 shares of TCW Transform 500 ETF worth $7.4K as of Q2 2026.
Bogart Wealth LLC left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1091 holding.
Bogart Wealth LLC first reported a position in TCW Transform 500 ETF in Q1 2025 and has held it in 6 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.