Mine & Arao Wealth Creation & Management’s TCW Transform 500 ETF VOTE Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-96	Closed	-$5.88K	–	353
2024 Q1	$5.88K	Hold	96	–	–	﹤0.01%	241
2023 Q4	$5.34K	Hold	96	–	–	﹤0.01%	252
2023 Q3	$4.79K	Hold	96	–	–	﹤0.01%	253
2023 Q2	$4.95K	Hold	96	–	–	﹤0.01%	263
2023 Q1	$4.57K	Hold	96	–	–	﹤0.01%	270
2022 Q4	$4.24K	Hold	96	–	–	﹤0.01%	270
2022 Q3	$4K	Hold	96	–	–	﹤0.01%	293
2022 Q2	$4K	Buy	96 +1	+1%	+$48	﹤0.01%	285
2022 Q1	$5K	Buy	+95	New	+$4.95K	﹤0.01%	277

Other funds holding VOTE

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

AIA

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

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

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 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

Mine & Arao Wealth Creation & Management's VOTE Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of TCW Transform 500 ETF (VOTE) in Q2 2024, closing a stake of 96 shares — an estimated $5.88K sold.

Mine & Arao Wealth Creation & Management first reported a position in VOTE in Q1 2022 and held it in 9 quarters. The position peaked at $5.88K in Q1 2024. 70 funds tracked by Wall St. Rank hold VOTE as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining TCW Transform 500 ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 96 TCW Transform 500 ETF shares in Q2 2024, an estimated $5.88K.
Mine & Arao Wealth Creation & Management first reported a position in TCW Transform 500 ETF in Q1 2022 and held it in 9 quarters.
Mine & Arao Wealth Creation & Management's TCW Transform 500 ETF position peaked at $5.88K in Q1 2024.
70 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.