OAJ
CVLC icon

Ogorek Anthony Joseph’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Ogorek Anthony Joseph’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5M Buy
194,111
+351
+0.2% +$29.5K 4.26% 7
2025
Q4 		$16.3M Buy
193,760
+1,183
+0.6% +$98.7K 4.49% 5
2025
Q3 		$15.8M Buy
192,577
+246
+0.1% +$19.5K 4.51% 6
2025
Q2 		$14.7M Sell
192,331
-85,833
-31% -$6.07M 4.55% 6
2025
Q1 		$19.2M Buy
278,164
+3,098
+1% +$227K 6.31% 6
2024
Q4 		$20.2M Buy
275,066
+273,833
+22,209% +$20.2M 6.42% 7
2024
Q3 		$88K Buy
+1,233
New +$85K 0.03% 81

Other funds holding CVLC

SIF
State Insurance Fund New York $216M AUM 16.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return