OBWP
O'Brien Wealth Partners’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
281,546
+4,136
| +1% | +$317K | 3.38% | 11 |
|
|
2025
Q1 | $19.1M | Sell |
277,410
-2,325
| -0.8% | -$160K | 3.56% | 9 |
|
|
2024
Q4 | $20.5M | Buy |
279,735
+17,954
| +7% | +$1.32M | 3.7% | 10 |
|
|
2024
Q3 | $18.8M | Sell |
261,781
-13,005
| -5% | -$932K | 3.68% | 10 |
|
|
2024
Q2 | $18.6M | Buy |
274,786
+7,151
| +3% | +$485K | 4.19% | 9 |
|
|
2024
Q1 | $17.6M | Buy |
267,635
+31,009
| +13% | +$2.04M | 4.06% | 8 |
|
|
2023
Q4 | $14.1M | Buy |
236,626
+31,303
| +15% | +$1.87M | 3.69% | 8 |
|
|
2023
Q3 | $10.9M | Buy |
205,323
+14,667
| +8% | +$781K | 3.13% | 9 |
|
|
2023
Q2 | $10.6M | Buy |
190,656
+15,506
| +9% | +$861K | 3.12% | 9 |
|
|
2023
Q1 | $8.96M | Buy |
+175,150
| New | +$8.96M | 2.82% | 10 |
|