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

WCG Wealth Advisors’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 Q2	–	Sell	-47,239	Closed	-$3.26M	–	332
2025 Q1	$3.26M	Sell	47,239 -3,287	-7%	-$241K	0.25%	100
2024 Q4	$3.71M	Buy	50,526 +434	+0.9%	+$32K	0.24%	105
2024 Q3	$3.59M	Buy	50,092 +243	+0.5%	+$16.7K	0.24%	104
2024 Q2	$3.38M	Buy	+49,849	New	+$3.26M	0.25%	93

Other funds holding CVLC

State Insurance Fund New York $216M AUM 16.13% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Rossby Financial Melbourne, Florida $479M AUM 36.7% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return