Ruedi Wealth Management’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
2025
Q2
Sell
2025
Q1
$1.76K Buy
2024
Q4
$1.8K Buy
2024
Q3
$1.44K Hold
2024
Q2
$1.36K Buy
2024
Q1
$1.1K Sell
2023
Q4
$1.16K Hold
2023
Q3
$1.04K Hold
2023
Q2
$1.07K Hold
2023
Q1
$990 Buy