Creative Planning’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
Q2 | $910K | Buy |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $835K | Buy |
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|
2024
Q3 | $386K | Hold |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $456K | Buy |
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