Commonwealth Equity Services’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
$1.05M Buy
14,482
+5,965
+70% +$434K ﹤0.01% 2515
2025
Q1
$557K Buy
8,517
+2,691
+46% +$176K ﹤0.01% 2943
2024
Q4
$401K Buy
5,826
+926
+19% +$63.7K ﹤0.01% 3153
2024
Q3
$329K Buy
+4,900
New +$329K ﹤0.01% 3277