Angeles Investment Advisors’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 | $76.7M | Buy |
1,054,544
+192,625
| +22% | +$14M | 4.34% | 6 |
|
|
2025
Q1 | $56.4M | Buy |
861,919
+96,480
| +13% | +$6.31M | 3.03% | 8 |
|
|
2024
Q4 | $52.7M | Buy |
765,439
+254,655
| +50% | +$17.5M | 2.53% | 10 |
|
|
2024
Q3 | $34.2M | Sell |
510,784
-569,825
| -53% | -$38.2M | 1.75% | 12 |
|
|
2024
Q2 | $68.7M | Buy |
1,080,609
+30,222
| +3% | +$1.92M | 3.5% | 6 |
|
|
2024
Q1 | $64.3M | Buy |
1,050,387
+35,764
| +4% | +$2.19M | 3.42% | 9 |
|
|
2023
Q4 | $56.4M | Buy |
1,014,623
+446,808
| +79% | +$24.9M | 3.4% | 9 |
|
|
2023
Q3 | $28.3M | Buy |
567,815
+505,515
| +811% | +$25.2M | 2.22% | 10 |
|
|
2023
Q2 | $3.21M | Sell |
62,300
-379,681
| -86% | -$19.6M | 0.27% | 20 |
|
|
2023
Q1 | $21M | Buy |
441,981
+981
| +0.2% | +$46.7K | 1.73% | 10 |
|
|
2022
Q4 | $19.5M | Hold |
441,000
| – | – | 1.67% | 10 |
|
|
2022
Q3 | $18.6M | Buy |
+441,000
| New | +$18.6M | 1.93% | 7 |
|