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

Kondo Wealth Advisors’s Portfolio CVLC Stock Details CVLC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Sell
18,439
-6,222
-25% -$477K 0.62% 18
2025
Q1 		$1.7M Sell
24,661
-6,716
-21% -$463K 0.84% 17
2024
Q4 		$2.3M Buy
+31,377
New +$2.3M 1.17% 16