Moneta Group Investment Advisors’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
Q2 | $2.31M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $768K | Buy |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $597K | Sell |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $721K | Buy |
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