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Ballentine Partners’s TCW Transform 500 ETF VOTE Stock Holding History

Ballentine Partners’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.15M Hold
29,623
– – 0.03% 183
2025
Q1 		$1.94M Hold
29,623
– – 0.03% 187
2024
Q4 		$2.04M Hold
29,623
– – 0.03% 170
2024
Q3 		$1.99M Buy
29,623
+2,315
+8% +$155K 0.03% 174
2024
Q2 		$1.74M Buy
+27,308
New +$1.74M 0.03% 179