JMG Financial Group’s TCW Transform 500 ETF VOTE Stock Holding History

JMG Financial Group’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	-4,844	Closed	-$325K	–	117
2024 Q3	$325K	Buy	4,844 +50	+1%	+$3.23K	0.01%	102
2024 Q2	$305K	Sell	4,794 -188	-4%	-$11.5K	0.01%	102
2024 Q1	$305K	Hold	4,982	–	–	0.01%	102
2023 Q4	$277K	Buy	+4,982	New	+$259K	0.01%	107

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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 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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMG Financial Group's VOTE Position: Q4 2024 in Review

JMG Financial Group sold out of TCW Transform 500 ETF (VOTE) in Q4 2024, closing a stake of 4,844 shares — an estimated $325K sold.

JMG Financial Group first reported a position in VOTE in Q4 2023 and held it in 4 quarters. The position peaked at $325K in Q3 2024. 79 funds tracked by Wall St. Rank hold VOTE as of Q4 2024.

JMG Financial Group reported no remaining TCW Transform 500 ETF position as of Q4 2024 after selling out during the quarter.
JMG Financial Group sold 4,844 TCW Transform 500 ETF shares in Q4 2024, an estimated $325K.
JMG Financial Group first reported a position in TCW Transform 500 ETF in Q4 2023 and held it in 4 quarters.
JMG Financial Group's TCW Transform 500 ETF position peaked at $325K in Q3 2024.
79 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2024.

Based on JMG Financial Group's 13F filing for Q4 2024, filed 3 Feb 2025.