LGWM
Litman Gregory Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
189,634
-7,428
| -4% | -$540K | 1.08% | 25 |
|
|
2025
Q1 | $12.9M | Buy |
197,062
+2,240
| +1% | +$146K | 1.11% | 24 |
|
|
2024
Q4 | $13.4M | Buy |
194,822
+5,560
| +3% | +$382K | 1.16% | 22 |
|
|
2024
Q3 | $12.7M | Buy |
189,262
+14,912
| +9% | +$1,000K | 1.06% | 26 |
|
|
2024
Q2 | $11.1M | Sell |
174,350
-748
| -0.4% | -$47.6K | 0.98% | 28 |
|
|
2024
Q1 | $10.7M | Sell |
175,098
-12,038
| -6% | -$737K | 0.97% | 26 |
|
|
2023
Q4 | $10.4M | Sell |
187,136
-2,423
| -1% | -$135K | 0.99% | 23 |
|
|
2023
Q3 | $9.46M | Sell |
189,559
-723
| -0.4% | -$36.1K | 0.98% | 23 |
|
|
2023
Q2 | $9.82M | Buy |
+190,282
| New | +$9.82M | 1.23% | 17 |
|
|
2023
Q1 | – | Sell |
-202,369
| Closed | -$8.95M | – | 105 |
|
|
2022
Q4 | $8.95M | Buy |
202,369
+4,655
| +2% | +$206K | 1.25% | 17 |
|
|
2022
Q3 | $8.22M | Buy |
197,714
+38,724
| +24% | +$1.61M | 1.32% | 16 |
|
|
2022
Q2 | $6.96M | Buy |
158,990
+35,885
| +29% | +$1.57M | 1.02% | 19 |
|
|
2022
Q1 | $6.51M | Sell |
123,105
-7,306
| -6% | -$387K | 0.95% | 21 |
|
|
2021
Q4 | $7.29M | Buy |
130,411
+34,069
| +35% | +$1.91M | 1.24% | 14 |
|
|
2021
Q3 | $4.91M | Buy |
+96,342
| New | +$4.91M | 0.92% | 17 |
|