Betterment LLC’s TCW Transform 500 ETF VOTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
1,520,777
+200,030
| +15% | +$14.6M | 0.24% | 38 |
|
|
2025
Q1 | $86.4M | Buy |
1,320,747
+46,253
| +4% | +$3.02M | 0.2% | 43 |
|
|
2024
Q4 | $87.7M | Buy |
1,274,494
+45,166
| +4% | +$3.11M | 0.21% | 44 |
|
|
2024
Q3 | $82.4M | Buy |
1,229,328
+41,940
| +4% | +$2.81M | 0.2% | 45 |
|
|
2024
Q2 | $75.5M | Buy |
1,187,388
+211,684
| +22% | +$13.5M | 0.2% | 41 |
|
|
2024
Q1 | $59.8M | Buy |
975,704
+11,113
| +1% | +$681K | 0.16% | 43 |
|
|
2023
Q4 | $53.7M | Sell |
964,591
-976
| -0.1% | -$54.3K | 0.15% | 39 |
|
|
2023
Q3 | $48.2M | Buy |
965,567
+8,988
| +0.9% | +$448K | 0.15% | 39 |
|
|
2023
Q2 | $49.4M | Buy |
956,579
+28,991
| +3% | +$1.5M | 0.15% | 39 |
|
|
2023
Q1 | $44.1M | Buy |
927,588
+28,519
| +3% | +$1.36M | 0.14% | 40 |
|
|
2022
Q4 | $39.8M | Buy |
899,069
+93,896
| +12% | +$4.15M | 0.14% | 39 |
|
|
2022
Q3 | $35.2M | Hold |
805,173
| – | – | 0.13% | 40 |
|
|
2022
Q2 | $35.2M | Buy |
805,173
+124,513
| +18% | +$5.45M | 0.13% | 40 |
|
|
2022
Q1 | $36M | Buy |
680,660
+176,471
| +35% | +$9.34M | 0.11% | 40 |
|
|
2021
Q4 | $28.2M | Buy |
504,189
+225,670
| +81% | +$12.6M | 0.09% | 41 |
|
|
2021
Q3 | $14.2M | Buy |
+278,519
| New | +$14.2M | 0.05% | 52 |
|