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VOTEVOTE
19 quarters

Position history for Creative PlanningCreative Planning's holdings in TCW ETF TRUST

Creative Planning holds 10,126 shares of VOTE (TCW ETF TRUST), worth $892,825 as of 2026-Q2. The position was decreased (-1.6% shares). VOTE represents 0.0% of Creative Planning's portfolio.

Current Value

$892,825

Current Shares

10,126

Total Value Change

+$436,825

Total Shares Change

+1,975

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,126
-1.6%
$892,8250.0%$88.17
0
2026-Q1
Decreased
10,289
-38.8%
$785,0480.0%$79.77
0
2025-Q4
Increased
16,820
+34.4%
$1.3M0.0%$80.80
33
2025-Q3
Decreased
12,514
-0.0%
$982,0960.0%$77.96
0
2025-Q2
Increased
12,515
+2.2%
$910,3110.0%$72.02
25
2025-Q1
Increased
12,250
+0.9%
$801,0430.0%$64.63
25
2024-Q4
Increased
12,140
+110.8%
$835,0500.0%$68.29
40
2024-Q3
Unchanged
5,759
0.0%
$386,0830.0%$65.82
0
2024-Q2
Decreased
5,759
-2.0%
$366,1570.0%$62.47
0
2024-Q1
Increased
5,879
+1.1%
$360,1050.0%$60.00
24
2023-Q4
Decreased
5,815
-45.5%
$323,4300.0%$54.31
0
2023-Q3
Increased
10,671
+70.1%
$532,2690.0%$48.51
36
2023-Q2
Decreased
6,273
-40.9%
$323,6870.0%$49.40
0
2023-Q1
Decreased
10,609
-9.0%
$504,8820.0%$45.25
0
2022-Q4
Decreased
11,655
-2.2%
$515,3840.0%$42.56
0
2022-Q3
Increased
11,920
+31.4%
$496,0000.0%$40.41
31
2022-Q2
Increased
9,075
+0.3%
$397,0000.0%$42.14
24
2022-Q1
Increased
9,043
+10.9%
$478,0000.0%$51.06
27
2021-Q4
New
8,151
-
$456,0000.0%$53.22
33

Other major holders of VOTE: PNC FINANCIAL SERVICES GROUP, INC., JPMORGAN CHASE & CO

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