Tucker Asset Management’s TCW Transform 500 ETF VOTE Stock Holding History

Tucker Asset 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 Q4	–	Sell	-2	Closed	-$134	–	1594
2024 Q3	$134	Buy	+2	New	+$129	﹤0.01%	1392

Other funds holding VOTE

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

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

Tucker Asset Management's VOTE Position: Q4 2024 in Review

Tucker Asset Management sold out of TCW Transform 500 ETF (VOTE) in Q4 2024, closing a stake of 2 shares — an estimated $134 sold.

Tucker Asset Management first reported a position in VOTE in Q3 2024 and held it in 1 quarter. The position peaked at $134 in Q3 2024. 79 funds tracked by Wall St. Rank hold VOTE as of Q4 2024.

Tucker Asset Management reported no remaining TCW Transform 500 ETF position as of Q4 2024 after selling out during the quarter.
Tucker Asset Management sold 2 TCW Transform 500 ETF shares in Q4 2024, an estimated $134.
Tucker Asset Management first reported a position in TCW Transform 500 ETF in Q3 2024 and held it in 1 quarter.
Tucker Asset Management's TCW Transform 500 ETF position peaked at $134 in Q3 2024.
79 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2024.

Based on Tucker Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.