Howe & Rusling’s TCW Transform 500 ETF VOTE Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-301	Closed	-$13K	–	1025
2022 Q3	$13K	Sell	301 -7	-2%	-$323	﹤0.01%	500
2022 Q2	$13K	Buy	308 +24	+8%	+$1.14K	﹤0.01%	499
2022 Q1	$15K	Buy	284 +24	+9%	+$1.25K	﹤0.01%	465
2021 Q4	$15K	Buy	+260	New	+$14.1K	﹤0.01%	479

Other funds holding VOTE

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Howe & Rusling's VOTE Position: Q4 2022 in Review

Howe & Rusling sold out of TCW Transform 500 ETF (VOTE) in Q4 2022, closing a stake of 301 shares — an estimated $13K sold.

Howe & Rusling first reported a position in VOTE in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q1 2022. 43 funds tracked by Wall St. Rank hold VOTE as of Q4 2022.

Howe & Rusling reported no remaining TCW Transform 500 ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 301 TCW Transform 500 ETF shares in Q4 2022, an estimated $13K.
Howe & Rusling first reported a position in TCW Transform 500 ETF in Q4 2021 and held it in 4 quarters.
Howe & Rusling's TCW Transform 500 ETF position peaked at $15K in Q1 2022.
43 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.