TCW Transform 500 ETF $VOTE Shares Sold by Values Added Financial LLC

Values Added Financial LLC trimmed its stake in shares of TCW Transform 500 ETF (BATS:VOTE) by 12.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 87,447 shares of the company’s stock after selling 11,928 shares during the quarter. TCW Transform 500 ETF comprises 3.1% of Values Added Financial LLC’s holdings, making the stock its 9th biggest position. Values Added Financial LLC owned about 0.78% of TCW Transform 500 ETF worth $6,863,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in VOTE. Root Financial Partners LLC bought a new stake in TCW Transform 500 ETF during the third quarter worth approximately $31,000. AdvisorNet Financial Inc increased its position in shares of TCW Transform 500 ETF by 13.0% during the 3rd quarter. AdvisorNet Financial Inc now owns 1,102 shares of the company’s stock valued at $87,000 after purchasing an additional 127 shares during the period. Farther Finance Advisors LLC bought a new stake in shares of TCW Transform 500 ETF in the 2nd quarter worth $87,000. Wolff Wiese Magana LLC bought a new position in TCW Transform 500 ETF during the third quarter valued at about $122,000. Finally, Fairman Group LLC boosted its stake in TCW Transform 500 ETF by 123.0% during the second quarter. Fairman Group LLC now owns 2,308 shares of the company’s stock valued at $168,000 after buying an additional 1,273 shares in the last quarter.

TCW Transform 500 ETF Price Performance

BATS VOTE opened at $80.99 on Monday. The company has a market cap of $908.74 million, a P/E ratio of 25.32 and a beta of 1.02. The stock has a 50 day simple moving average of $80.22 and a 200 day simple moving average of $78.09.

TCW Transform 500 ETF Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 24th. Investors of record on Monday, December 22nd were paid a $0.209 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $0.84 dividend on an annualized basis and a yield of 1.0%.

TCW Transform 500 ETF Company Profile

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No. 1.