Dorsey & Whitney Trust’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 | $13.5M | Buy |
185,099
+2,350
| +1% | +$171K | 0.71% | 31 |
|
2025
Q1 | $11.9M | Sell |
182,749
-372
| -0.2% | -$24.3K | 0.69% | 29 |
|
2024
Q4 | $12.6M | Sell |
183,121
-2,385
| -1% | -$164K | 0.69% | 29 |
|
2024
Q3 | $12.4M | Sell |
185,506
-1,343
| -0.7% | -$90K | 0.66% | 31 |
|
2024
Q2 | $11.9M | Sell |
186,849
-870
| -0.5% | -$55.3K | 0.82% | 27 |
|
2024
Q1 | $11.5M | Buy |
187,719
+35,397
| +23% | +$2.17M | 0.79% | 31 |
|
2023
Q4 | $8.47M | Buy |
152,322
+37,920
| +33% | +$2.11M | 0.65% | 34 |
|
2023
Q3 | $5.71M | Buy |
114,402
+29,134
| +34% | +$1.45M | 0.5% | 45 |
|
2023
Q2 | $4.4M | Buy |
+85,268
| New | +$4.4M | 0.36% | 75 |
|