Journey Strategic Wealth’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	$311K	Sell	5,126 -126	-2%	-$7.65K	0.01%	417
2025 Q1	$298K	Sell	5,252 -191	-4%	-$10.8K	0.01%	335
2024 Q4	$323K	Buy	5,443 +1,255	+30%	+$74.6K	0.01%	314
2024 Q3	$252K	Buy	+4,188	New	+$252K	0.01%	385