Ritter Daniher Financial Advisory’s TCW Transform 500 ETF VOTE Stock Holding History

Ritter Daniher Financial Advisory’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
2023 Q3	–	Sell	-12	Closed	-$620	–	382
2023 Q2	$620	Buy	+12	New	+$585	﹤0.01%	311

Other funds holding VOTE

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ritter Daniher Financial Advisory's VOTE Position: Q3 2023 in Review

Ritter Daniher Financial Advisory sold out of TCW Transform 500 ETF (VOTE) in Q3 2023, closing a stake of 12 shares — an estimated $620 sold.

Ritter Daniher Financial Advisory first reported a position in VOTE in Q2 2023 and held it in 1 quarter. The position peaked at $620 in Q2 2023. 51 funds tracked by Wall St. Rank hold VOTE as of Q3 2023.

Ritter Daniher Financial Advisory reported no remaining TCW Transform 500 ETF position as of Q3 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 12 TCW Transform 500 ETF shares in Q3 2023, an estimated $620.
Ritter Daniher Financial Advisory first reported a position in TCW Transform 500 ETF in Q2 2023 and held it in 1 quarter.
Ritter Daniher Financial Advisory's TCW Transform 500 ETF position peaked at $620 in Q2 2023.
51 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.