CWM
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Collaborative Wealth Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Collaborative Wealth Management’s Portfolio CVLC Stock Details CVLC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$275K Sell
3,589
-473
-12% -$36.2K 0.12% 144
2025
Q1 		$280K Sell
4,062
-282
-6% -$19.4K 0.13% 129
2024
Q4 		$319K Buy
+4,344
New +$319K 0.14% 124