Values Added Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Values Added Financial’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 Q3	$6.86M	Sell
2025 Q2	$7.23M	Buy
2025 Q1	$6.44M	Buy
2024 Q4	$6.73M	Buy
2024 Q3	$6.41M	Buy
2024 Q2	$5.99M	Sell
2024 Q1	$5.86M	Buy
2023 Q4	$5.2M	Sell
2023 Q3	$5.12M	Buy
2023 Q2	$5.05M	Buy