HWA
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Heritage Wealth Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Heritage Wealth Advisors’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$404K Buy
5,276
+1,472
+39% +$113K 0.02% 151
2025
Q1 		$262K Buy
+3,804
New +$262K 0.01% 176