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Collaborative Wealth Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Collaborative Wealth Management’s Portfolio CVMC Stock Details CVMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$267K Sell
4,404
-651
-13% -$39.5K 0.12% 146
2025
Q1 		$287K Buy
+5,055
New +$287K 0.13% 126