FI
Financial Insights’s TCW Transform 500 ETF VOTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
71,842
-34,181
| -32% | -$2.49M | 1.91% | 12 |
|
|
2025
Q1 | $6.93M | Sell |
106,023
-9,490
| -8% | -$621K | 2.76% | 10 |
|
|
2024
Q4 | $7.95M | Buy |
115,513
+8,340
| +8% | +$574K | 2.95% | 10 |
|
|
2024
Q3 | $7.18M | Buy |
107,173
+6,993
| +7% | +$469K | 2.27% | 14 |
|
|
2024
Q2 | $6.37M | Buy |
100,180
+13,353
| +15% | +$849K | 1.77% | 14 |
|
|
2024
Q1 | $5.32M | Buy |
86,827
+12,966
| +18% | +$794K | 1.48% | 15 |
|
|
2023
Q4 | $4.11M | Buy |
73,861
+12,926
| +21% | +$719K | 1.28% | 16 |
|
|
2023
Q3 | $2.97M | Buy |
60,935
+15,902
| +35% | +$775K | 1.06% | 19 |
|
|
2023
Q2 | $2.32M | Buy |
45,033
+10,903
| +32% | +$563K | 0.85% | 26 |
|
|
2023
Q1 | $1.62M | Buy |
34,130
+8,205
| +32% | +$390K | 0.66% | 34 |
|
|
2022
Q4 | $1.15M | Buy |
25,925
+5,570
| +27% | +$246K | 0.54% | 43 |
|
|
2022
Q3 | $847K | Buy |
20,355
+4,682
| +30% | +$195K | 0.57% | 39 |
|
|
2022
Q2 | $686K | Buy |
+15,673
| New | +$686K | 0.7% | 36 |
|