Advisornet Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.9K Buy
975
+140
+17% +$10.2K ﹤0.01% 868
2025
Q1
$54.6K Buy
835
+142
+20% +$9.28K ﹤0.01% 902
2024
Q4
$47.7K Buy
693
+112
+19% +$7.7K ﹤0.01% 887
2024
Q3
$38.9K Buy
581
+16
+3% +$1.07K ﹤0.01% 974
2024
Q2
$35.9K Buy
565
+177
+46% +$11.3K ﹤0.01% 920
2024
Q1
$23.8K Buy
388
+18
+5% +$1.1K ﹤0.01% 1027
2023
Q4
$20.6K Buy
370
+29
+9% +$1.61K ﹤0.01% 1072
2023
Q3
$17K Buy
341
+15
+5% +$748 ﹤0.01% 1085
2023
Q2
$16.8K Buy
326
+13
+4% +$670 ﹤0.01% 1160
2023
Q1
$14.9K Buy
313
+16
+5% +$761 ﹤0.01% 1175
2022
Q4
$13.1K Buy
297
+41
+16% +$1.81K ﹤0.01% 1212
2022
Q3
$11K Buy
256
+8
+3% +$344 ﹤0.01% 1303
2022
Q2
$11K Buy
248
+16
+7% +$710 ﹤0.01% 1314
2022
Q1
$12K Buy
232
+175
+307% +$9.05K ﹤0.01% 1390
2021
Q4
$3K Buy
+57
New +$3K ﹤0.01% 1770