GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $12.2K | Hold |
135
| – | – | ﹤0.01% | 407 |
|
|
2026
Q2 | $11.9K | Hold |
135
| – | – | ﹤0.01% | 340 |
|
|
2026
Q1 | $10.3K | Hold |
135
| – | – | ﹤0.01% | 370 |
|
|
2025
Q4 | $10.8K | Hold |
135
| – | – | ﹤0.01% | 411 |
|
|
2025
Q3 | $10.6K | Hold |
135
| – | – | ﹤0.01% | 328 |
|
|
2025
Q2 | $9.82K | Hold |
135
| – | – | ﹤0.01% | 307 |
|
|
2025
Q1 | $8.83K | Hold |
135
| – | – | ﹤0.01% | 275 |
|
|
2024
Q4 | $9.29K | Hold |
135
| – | – | ﹤0.01% | 289 |
|
|
2024
Q3 | $9.05K | Hold |
135
| – | – | ﹤0.01% | 330 |
|
|
2024
Q2 | $8.58K | Hold |
135
| – | – | ﹤0.01% | 284 |
|
|
2024
Q1 | $8.27K | Hold |
135
| – | – | ﹤0.01% | 324 |
|
|
2023
Q4 | $7.51K | Hold |
135
| – | – | ﹤0.01% | 271 |
|
|
2023
Q3 | $6.73K | Hold |
135
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $6.97K | Hold |
135
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $6.42K | Hold |
135
| – | – | ﹤0.01% | 200 |
|
|
2022
Q4 | $5.97K | Hold |
135
| – | – | ﹤0.01% | 200 |
|
|
2022
Q3 | $6K | Hold |
135
| – | – | ﹤0.01% | 206 |
|
|
2022
Q2 | $6K | Hold |
135
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $7K | Buy |
+135
| New | +$7.04K | ﹤0.01% | 262 |
|
Other funds holding VOTE
GoalVest Advisory's VOTE Position: Q3 2026 in Review
GoalVest Advisory held its TCW Transform 500 ETF (VOTE) position steady in Q3 2026 at 135 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #407.
GoalVest Advisory first reported a position in VOTE in Q1 2022 and has held it in 19 quarters since. 3 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.
- GoalVest Advisory held 135 shares of TCW Transform 500 ETF worth $12.2K as of Q3 2026.
- GoalVest Advisory left its TCW Transform 500 ETF share count unchanged in Q3 2026.
- TCW Transform 500 ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #407 holding.
- GoalVest Advisory first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 19 quarters since.
- 3 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.
Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.