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

Centric 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
2025
Q2 		– Sell
-4,844
Closed -$317K – 202
2025
Q1 		$317K Buy
+4,844
New +$335K 0.08% 134

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
EI
Ethic Inc New York $6.39B AUM 29.64% 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

Centric Wealth Management's VOTE Position: Q2 2025 in Review

Centric Wealth Management sold out of TCW Transform 500 ETF (VOTE) in Q2 2025, closing a stake of 4,844 shares — an estimated $317K sold.

Centric Wealth Management first reported a position in VOTE in Q1 2025 and held it in 1 quarter. The position peaked at $317K in Q1 2025. 86 funds tracked by Wall St. Rank hold VOTE as of Q2 2025.

  • Centric Wealth Management reported no remaining TCW Transform 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Centric Wealth Management sold 4,844 TCW Transform 500 ETF shares in Q2 2025, an estimated $317K.
  • Centric Wealth Management first reported a position in TCW Transform 500 ETF in Q1 2025 and held it in 1 quarter.
  • Centric Wealth Management's TCW Transform 500 ETF position peaked at $317K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2025.

Based on Centric Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.