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

Ruedi 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
2025 Q2	–	Sell	-27	Closed	-$1.76K	–	311
2025 Q1	$1.76K	Buy	27 +1	+4%	+$69	﹤0.01%	265
2024 Q4	$1.8K	Buy	26 +5	+24%	+$345	﹤0.01%	267
2024 Q3	$1.44K	Hold	21	–	–	﹤0.01%	286
2024 Q2	$1.36K	Buy	21 +3	+17%	+$184	﹤0.01%	351
2024 Q1	$1.1K	Sell	18 -3	-14%	-$175	﹤0.01%	239
2023 Q4	$1.16K	Hold	21	–	–	﹤0.01%	221
2023 Q3	$1.04K	Hold	21	–	–	﹤0.01%	199
2023 Q2	$1.07K	Hold	21	–	–	﹤0.01%	203
2023 Q1	$990	Buy	+21	New	+$972	﹤0.01%	236

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 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 $2.05B AUM 30.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ruedi Wealth Management's VOTE Position: Q2 2025 in Review

Ruedi Wealth Management sold out of TCW Transform 500 ETF (VOTE) in Q2 2025, closing a stake of 27 shares — an estimated $1.76K sold.

Ruedi Wealth Management first reported a position in VOTE in Q1 2023 and held it in 9 quarters. The position peaked at $1.8K in Q4 2024. 86 funds tracked by Wall St. Rank hold VOTE as of Q2 2025.

Ruedi Wealth Management reported no remaining TCW Transform 500 ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 27 TCW Transform 500 ETF shares in Q2 2025, an estimated $1.76K.
Ruedi Wealth Management first reported a position in TCW Transform 500 ETF in Q1 2023 and held it in 9 quarters.
Ruedi Wealth Management's TCW Transform 500 ETF position peaked at $1.8K in Q4 2024.
86 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.