SVB Wealth’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
$443K Hold
2025
Q1
$398K Hold
2024
Q4
$419K Buy
2024
Q3
Sell
2024
Q2
$387K Hold
2024
Q1
$373K Hold
2023
Q4
$339K Hold
2023
Q3
$304K Sell
2023
Q2
$337K Buy