Valeo Financial Advisors’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 | $710K | Hold |
9,756
| – | – | 0.02% | 370 |
|
|
2025
Q1 | $638K | Sell |
9,756
-499
| -5% | -$32.6K | 0.02% | 345 |
|
|
2024
Q4 | $705K | Hold |
10,255
| – | – | 0.02% | 327 |
|
|
2024
Q3 | $687K | Hold |
10,255
| – | – | 0.02% | 333 |
|
|
2024
Q2 | $652K | Sell |
10,255
-93
| -0.9% | -$5.91K | 0.02% | 316 |
|
|
2024
Q1 | $612K | Buy |
10,348
+1,271
| +14% | +$75.2K | 0.02% | 318 |
|
|
2023
Q4 | $505K | Buy |
9,077
+1,842
| +25% | +$102K | 0.02% | 362 |
|
|
2023
Q3 | $361K | Hold |
7,235
| – | – | 0.02% | 410 |
|
|
2023
Q2 | $373K | Hold |
7,235
| – | – | 0.02% | 378 |
|
|
2023
Q1 | $344K | Buy |
+7,235
| New | +$344K | 0.02% | 407 |
|