VBFP
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Valtinson Bruner Financial Planning’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Valtinson Bruner Financial Planning’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
2025
Q3 		$672K Hold
2025
Q2 		$628K Buy