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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,637
Closed -$340K 1418
2024
Q4
$340K Hold
4,637
﹤0.01% 1066
2024
Q3
$332K Hold
4,637
﹤0.01% 1110
2024
Q2
$315K Buy
4,637
+543
+13% +$36.8K ﹤0.01% 1085
2024
Q1
$269K Buy
+4,094
New +$269K ﹤0.01% 955