Modern 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	$1.7M	Buy	23,329 +6,091	+35%	+$443K	0.04%	285
2025 Q1	$1.13M	Sell	17,238 -24	-0.1%	-$1.57K	0.04%	290
2024 Q4	$1.19M	Buy	+17,262	New	+$1.19M	0.04%	238