SVB Wealth’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 | $443K | Hold |
6,090
| – | – | 0.02% | 312 |
|
|
2025
Q1 | $398K | Hold |
6,090
| – | – | 0.02% | 226 |
|
|
2024
Q4 | $419K | Buy |
+6,090
| New | +$419K | 0.01% | 467 |
|
|
2024
Q3 | – | Sell |
-6,090
| Closed | -$387K | – | 602 |
|
|
2024
Q2 | $387K | Hold |
6,090
| – | – | 0.01% | 481 |
|
|
2024
Q1 | $373K | Hold |
6,090
| – | – | 0.01% | 564 |
|
|
2023
Q4 | $339K | Hold |
6,090
| – | – | 0.01% | 584 |
|
|
2023
Q3 | $304K | Sell |
6,090
-435
| -7% | -$21.7K | 0.01% | 606 |
|
|
2023
Q2 | $337K | Buy |
+6,525
| New | +$337K | 0.01% | 622 |
|