Stifel Financial’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
$650K Buy
8,941
+50
+0.6% +$3.64K ﹤0.01% 2608
2025
Q1
$581K Buy
8,891
+15
+0.2% +$981 ﹤0.01% 2593
2024
Q4
$611K Buy
8,876
+414
+5% +$28.5K ﹤0.01% 2561
2024
Q3
$567K Buy
+8,462
New +$567K ﹤0.01% 2606