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Woodmont Investment Counsel’s TCW Transform 500 ETF VOTE Stock Holding History

Woodmont Investment Counsel’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
Q1 		– Sell
-4,344
Closed -$299K – 276
2024
Q4 		$299K Buy
4,344
+163
+4% +$11.3K 0.02% 230
2024
Q3 		$280K Hold
4,181
– – 0.02% 235
2024
Q2 		$266K Hold
4,181
– – 0.02% 226
2024
Q1 		$256K Hold
4,181
– – 0.02% 236
2023
Q4 		$233K Buy
+4,181
New +$217K 0.02% 231

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
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 $1.82B AUM 19.69% 1-Year Est. Return

Woodmont Investment Counsel's VOTE Position: Q1 2025 in Review

Woodmont Investment Counsel sold out of TCW Transform 500 ETF (VOTE) in Q1 2025, closing a stake of 4,344 shares — an estimated $299K sold.

Woodmont Investment Counsel first reported a position in VOTE in Q4 2023 and held it in 5 quarters. The position peaked at $299K in Q4 2024. 85 funds tracked by Wall St. Rank hold VOTE as of Q1 2025.

  • Woodmont Investment Counsel reported no remaining TCW Transform 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 4,344 TCW Transform 500 ETF shares in Q1 2025, an estimated $299K.
  • Woodmont Investment Counsel first reported a position in TCW Transform 500 ETF in Q4 2023 and held it in 5 quarters.
  • Woodmont Investment Counsel's TCW Transform 500 ETF position peaked at $299K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2025.

Based on Woodmont Investment Counsel's 13F filing for Q1 2025, filed 22 Apr 2025.