GoalVest Advisory’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 | $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 | $6.43K | 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 | +$7K | ﹤0.01% | 262 |
|