Ridgecrest Wealth Partners’s TCW Transform 500 ETF VOTE Stock Holding History

Ridgecrest Wealth Partners’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$395K	Hold
2025 Q2	$366K	Buy
2025 Q1	$291K	Buy
2024 Q4	$232K	Hold
2024 Q3	$226K	Buy
2024 Q2	$209K	Buy
2022 Q4	–	Sell
2022 Q3	$211K	Hold
2022 Q2	$222K	Buy