Creative Planning’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 | $910K | Buy |
12,515
+265
| +2% | +$19.3K | ﹤0.01% | 1944 |
|
|
2025
Q1 | $801K | Buy |
12,250
+110
| +0.9% | +$7.19K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $835K | Buy |
12,140
+6,381
| +111% | +$439K | ﹤0.01% | 1781 |
|
|
2024
Q3 | $386K | Hold |
5,759
| – | – | ﹤0.01% | 2320 |
|
|
2024
Q2 | $366K | Sell |
5,759
-120
| -2% | -$7.63K | ﹤0.01% | 2187 |
|
|
2024
Q1 | $360K | Buy |
5,879
+64
| +1% | +$3.92K | ﹤0.01% | 2089 |
|
|
2023
Q4 | $323K | Sell |
5,815
-4,856
| -46% | -$270K | ﹤0.01% | 2032 |
|
|
2023
Q3 | $532K | Buy |
10,671
+4,398
| +70% | +$219K | ﹤0.01% | 1524 |
|
|
2023
Q2 | $324K | Sell |
6,273
-4,336
| -41% | -$224K | ﹤0.01% | 1841 |
|
|
2023
Q1 | $505K | Sell |
10,609
-1,046
| -9% | -$49.8K | ﹤0.01% | 1453 |
|
|
2022
Q4 | $515K | Sell |
11,655
-265
| -2% | -$11.7K | ﹤0.01% | 1401 |
|
|
2022
Q3 | $496K | Buy |
11,920
+2,845
| +31% | +$118K | ﹤0.01% | 1328 |
|
|
2022
Q2 | $397K | Buy |
9,075
+32
| +0.4% | +$1.4K | ﹤0.01% | 1440 |
|
|
2022
Q1 | $478K | Buy |
9,043
+892
| +11% | +$47.2K | ﹤0.01% | 1340 |
|
|
2021
Q4 | $456K | Buy |
+8,151
| New | +$456K | ﹤0.01% | 1370 |
|