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

Values Added Financial LLC cut its stake in TCW Transform 500 ETF (BATS:VOTE) by 12.0% in the third quarter, Holdings Channel.com reports. The firm owned 87,447 shares of the company’s stock after selling 11,928 shares during the period. TCW Transform 500 ETF makes up approximately 3.1% of Values Added Financial LLC’s holdings, making the stock its 9th largest holding. Values Added Financial LLC’s holdings in TCW Transform 500 ETF were worth $6,863,000 as of its most recent SEC filing.

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

TCW Transform 500 ETF Trading Up 0.1%

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

TCW Transform 500 ETF Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 24th. Shareholders 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 dividend yield of 1.0%.

TCW Transform 500 ETF 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.