Mission Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Buy |
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|
2025
Q2 | $1.21M | Hold |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $1.15M | Hold |
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|
2024
Q3 | $1.12M | Hold |
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|
2024
Q2 | $1.06M | Hold |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $928K | Hold |
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|
2023
Q3 | $832K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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