WWA
WCG Wealth Advisors’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 | – | Sell |
-47,239
| Closed | -$3.26M | – | 332 |
|
|
2025
Q1 | $3.26M | Sell |
47,239
-3,287
| -7% | -$227K | 0.25% | 100 |
|
|
2024
Q4 | $3.71M | Buy |
50,526
+434
| +0.9% | +$31.8K | 0.24% | 105 |
|
|
2024
Q3 | $3.59M | Buy |
50,092
+243
| +0.5% | +$17.4K | 0.24% | 104 |
|
|
2024
Q2 | $3.38M | Buy |
+49,849
| New | +$3.38M | 0.25% | 93 |
|