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Capasso Planning Partners’s TCW Transform 500 ETF VOTE Stock Holding History

Capasso Planning 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
-4,134
Closed -$277K – 153
2024
Q3 		$277K Hold
4,134
– – 0.08% 127
2024
Q2 		$263K Hold
4,134
– – 0.09% 123
2024
Q1 		$253K Buy
+4,134
New +$241K 0.1% 96

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PNC Financial Services Group
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
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capasso Planning Partners's VOTE Position: Q4 2024 in Review

Capasso Planning Partners sold out of TCW Transform 500 ETF (VOTE) in Q4 2024, closing a stake of 4,134 shares — an estimated $277K sold.

Capasso Planning Partners first reported a position in VOTE in Q1 2024 and held it in 3 quarters. The position peaked at $277K in Q3 2024. 79 funds tracked by Wall St. Rank hold VOTE as of Q4 2024.

  • Capasso Planning Partners reported no remaining TCW Transform 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 4,134 TCW Transform 500 ETF shares in Q4 2024, an estimated $277K.
  • Capasso Planning Partners first reported a position in TCW Transform 500 ETF in Q1 2024 and held it in 3 quarters.
  • Capasso Planning Partners's TCW Transform 500 ETF position peaked at $277K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.