Mission Wealth Management’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 | $1.21M | Hold |
16,683
| – | – | 0.03% | 280 |
|
|
2025
Q1 | $1.09M | Hold |
16,683
| – | – | 0.03% | 269 |
|
|
2024
Q4 | $1.15M | Hold |
16,683
| – | – | 0.03% | 246 |
|
|
2024
Q3 | $1.12M | Hold |
16,683
| – | – | 0.03% | 256 |
|
|
2024
Q2 | $1.06M | Hold |
16,683
| – | – | 0.03% | 241 |
|
|
2024
Q1 | $1.02M | Hold |
16,683
| – | – | 0.03% | 275 |
|
|
2023
Q4 | $928K | Hold |
16,683
| – | – | 0.03% | 246 |
|
|
2023
Q3 | $832K | Buy |
+16,683
| New | +$832K | 0.03% | 242 |
|
|
2022
Q2 | – | Sell |
-3,791
| Closed | -$201K | – | 520 |
|
|
2022
Q1 | $201K | Buy |
+3,791
| New | +$201K | 0.01% | 476 |
|