Caprock Group’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
Q1
$300K Buy
2024
Q4
$315K Sell
2024
Q3
$318K Buy
2024
Q2
$300K Buy
2024
Q1
$288K Buy
2023
Q4
$260K Hold
2023
Q3
$233K Buy
2023
Q2
$240K Buy
2023
Q1
$221K Buy
2022
Q4
$205K Buy