Moneta Group Investment Advisors’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 | $2.31M | Sell |
13,710
-12,718
| -48% | -$2.15M | 0.03% | 214 |
|
|
2025
Q1 | $1.73M | Buy |
26,428
+2,073
| +9% | +$136K | 0.02% | 223 |
|
|
2024
Q4 | $1.68M | Buy |
24,355
+146
| +0.6% | +$10K | 0.02% | 227 |
|
|
2024
Q3 | $1.62M | Buy |
24,209
+47
| +0.2% | +$3.15K | 0.02% | 221 |
|
|
2024
Q2 | $1.54M | Sell |
24,162
-2,108
| -8% | -$134K | 0.02% | 218 |
|
|
2024
Q1 | $1.61M | Buy |
26,270
+1,761
| +7% | +$108K | 0.03% | 211 |
|
|
2023
Q4 | $1.36M | Buy |
24,509
+1,219
| +5% | +$67.8K | 0.03% | 203 |
|
|
2023
Q3 | $1.16M | Buy |
23,290
+8,407
| +56% | +$419K | 0.03% | 203 |
|
|
2023
Q2 | $768K | Buy |
14,883
+1,361
| +10% | +$70.2K | 0.02% | 257 |
|
|
2023
Q1 | $644K | Buy |
13,522
+837
| +7% | +$39.8K | 0.02% | 275 |
|
|
2022
Q4 | $597K | Sell |
12,685
-2,439
| -16% | -$115K | 0.02% | 268 |
|
|
2022
Q3 | $629K | Sell |
15,124
-1,348
| -8% | -$56.1K | 0.02% | 245 |
|
|
2022
Q2 | $721K | Buy |
+16,472
| New | +$721K | 0.02% | 248 |
|