Mutual 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 | $9.32M | Sell |
124,320
-2,898
| -2% | -$217K | 0.23% | 82 |
|
|
2025
Q1 | $8.22M | Buy |
127,218
+13,395
| +12% | +$866K | 0.24% | 81 |
|
|
2024
Q4 | $7.91M | Buy |
113,823
+9,153
| +9% | +$636K | 0.23% | 83 |
|
|
2024
Q3 | $7.09M | Buy |
104,670
+328
| +0.3% | +$22.2K | 0.21% | 89 |
|
|
2024
Q2 | $6.64M | Sell |
104,342
-1,220
| -1% | -$77.7K | 0.2% | 96 |
|
|
2024
Q1 | $6.47M | Buy |
105,562
+22,026
| +26% | +$1.35M | 0.21% | 96 |
|
|
2023
Q4 | $4.65M | Sell |
83,536
-39,734
| -32% | -$2.21M | 0.16% | 136 |
|
|
2023
Q3 | $6.15M | Buy |
123,270
+6,978
| +6% | +$348K | 0.24% | 80 |
|
|
2023
Q2 | $6M | Buy |
116,292
+16,491
| +17% | +$851K | 0.23% | 88 |
|
|
2023
Q1 | $4.75M | Buy |
99,801
+5,390
| +6% | +$257K | 0.19% | 102 |
|
|
2022
Q4 | $4.17M | Buy |
94,411
+29,883
| +46% | +$1.32M | 0.19% | 117 |
|
|
2022
Q3 | $2.68M | Buy |
64,528
+33,635
| +109% | +$1.4M | 0.14% | 151 |
|
|
2022
Q2 | $1.35M | Buy |
30,893
+24,609
| +392% | +$1.08M | 0.09% | 267 |
|
|
2022
Q1 | $332K | Buy |
+6,284
| New | +$332K | 0.02% | 683 |
|