Tolleson Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Tolleson Wealth Management’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 Q2	$4.85M	Hold
2025 Q1	$4.36M	Buy
2024 Q4	$4.56M	Buy
2024 Q3	$804K	Hold
2024 Q2	$763K	Buy