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

Elmwood 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
2022
Q1 		– Sell
-600
Closed -$34K – 320
2021
Q4 		$34K Buy
+600
New +$32.6K 0.02% 214

Other funds holding VOTE

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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Elmwood Wealth Management's VOTE Position: Q1 2022 in Review

Elmwood Wealth Management sold out of TCW Transform 500 ETF (VOTE) in Q1 2022, closing a stake of 600 shares — an estimated $34K sold.

Elmwood Wealth Management first reported a position in VOTE in Q4 2021 and held it in 1 quarter. The position peaked at $34K in Q4 2021. 32 funds tracked by Wall St. Rank hold VOTE as of Q1 2022.

  • Elmwood Wealth Management reported no remaining TCW Transform 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 600 TCW Transform 500 ETF shares in Q1 2022, an estimated $34K.
  • Elmwood Wealth Management first reported a position in TCW Transform 500 ETF in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's TCW Transform 500 ETF position peaked at $34K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.