National Philanthropic Trust’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
2026
Q1
$36.4M Hold
2025
Q4
$38.2M Hold
2025
Q3
$37.4M Hold
2025
Q2
$34.7M Hold
2025
Q1
$31.2M Hold
2024
Q4
$32.8M Hold
2024
Q3
$32M Hold
2024
Q2
$30.3M Hold
2024
Q1
$29.2M Buy