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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.1K	Buy	299 +85	+40%	+$5.16K	﹤0.01%	378
2025 Q1	$12.1K	Buy	+214	New	+$12.1K	﹤0.01%	409