Trust Company’s TCW Transform 500 ETF VOTE Stock Holding History

Trust Company’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	-7	Closed	-$496	–	426
2024 Q3	$496	Hold	7	–	–	﹤0.01%	386
2024 Q2	$470	Hold	7	–	–	﹤0.01%	333
2024 Q1	$453	Buy	+7	New	+$408	﹤0.01%	335

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

Trust Company's VOTE Position: Q4 2024 in Review

Trust Company sold out of TCW Transform 500 ETF (VOTE) in Q4 2024, closing a stake of 7 shares — an estimated $496 sold.

Trust Company first reported a position in VOTE in Q1 2024 and held it in 3 quarters. The position peaked at $496 in Q3 2024. 79 funds tracked by Wall St. Rank hold VOTE as of Q4 2024.

Trust Company reported no remaining TCW Transform 500 ETF position as of Q4 2024 after selling out during the quarter.
Trust Company sold 7 TCW Transform 500 ETF shares in Q4 2024, an estimated $496.
Trust Company first reported a position in TCW Transform 500 ETF in Q1 2024 and held it in 3 quarters.
Trust Company's TCW Transform 500 ETF position peaked at $496 in Q3 2024.
79 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2024.

Based on Trust Company's 13F filing for Q4 2024, filed 14 Jan 2025.