Betterment LLC’s TCW Transform 500 ETF VOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
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|
2025
Q1 | $86.4M | Buy |
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|
2024
Q4 | $87.7M | Buy |
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|
2024
Q3 | $82.4M | Buy |
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|
2024
Q2 | $75.5M | Buy |
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|
2024
Q1 | $59.8M | Buy |
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|
2023
Q4 | $53.7M | Sell |
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|
2023
Q3 | $48.2M | Buy |
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|
2023
Q2 | $49.4M | Buy |
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|
2023
Q1 | $44.1M | Buy |
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|
2022
Q4 | $39.8M | Buy |
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|
2022
Q3 | $35.2M | Hold |
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|
2022
Q2 | $35.2M | Buy |
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|
2022
Q1 | $36M | Buy |
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|
2021
Q4 | $28.2M | Buy |
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|
2021
Q3 | $14.2M | Buy |
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