Orion Portfolio Solutions’s TCW Transform 500 ETF VOTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.93M | Buy |
75,405
+3,214
| +4% | +$210K | 0.05% | 352 |
|
|
2024
Q4 | $4.97M | Buy |
72,191
+5,617
| +8% | +$386K | 0.05% | 330 |
|
|
2024
Q3 | $4.46M | Buy |
66,574
+56,231
| +544% | +$3.77M | 0.04% | 363 |
|
|
2024
Q2 | $658K | Buy |
10,343
+2,801
| +37% | +$178K | 0.01% | 1177 |
|
|
2024
Q1 | $462K | Buy |
+7,542
| New | +$462K | ﹤0.01% | 1292 |
|
|
2023
Q4 | – | Sell |
-4,271
| Closed | -$213K | – | 1761 |
|
|
2023
Q3 | $213K | Buy |
+4,271
| New | +$213K | ﹤0.01% | 1530 |
|