Capital Analysts LLC’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 | $72K | Buy |
996
+3
| +0.3% | +$217 | ﹤0.01% | 738 |
|
|
2025
Q1 | $65K | Buy |
993
+3
| +0.3% | +$196 | ﹤0.01% | 742 |
|
|
2024
Q4 | $68K | Buy |
990
+3
| +0.3% | +$206 | ﹤0.01% | 694 |
|
|
2024
Q3 | $66K | Buy |
987
+3
| +0.3% | +$201 | ﹤0.01% | 669 |
|
|
2024
Q2 | $63K | Buy |
984
+3
| +0.3% | +$192 | ﹤0.01% | 661 |
|
|
2024
Q1 | $60K | Buy |
981
+3
| +0.3% | +$183 | ﹤0.01% | 632 |
|
|
2023
Q4 | $54K | Hold |
978
| – | – | ﹤0.01% | 634 |
|
|
2023
Q3 | $49K | Hold |
978
| – | – | ﹤0.01% | 610 |
|
|
2023
Q2 | $50K | Hold |
978
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $47K | Hold |
978
| – | – | ﹤0.01% | 610 |
|
|
2022
Q4 | $43K | Hold |
978
| – | – | ﹤0.01% | 649 |
|
|
2022
Q3 | $41K | Hold |
978
| – | – | ﹤0.01% | 601 |
|
|
2022
Q2 | $43K | Hold |
978
| – | – | ﹤0.01% | 589 |
|
|
2022
Q1 | $52K | Buy |
+978
| New | +$52K | ﹤0.01% | 542 |
|