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

SIF

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OBWP

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LAMNM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WCG Wealth Advisors's CVLC Position: Q2 2025 in Review

WCG Wealth Advisors sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2025, closing a stake of 47,239 shares — an estimated $3.26M sold.

WCG Wealth Advisors first reported a position in CVLC in Q2 2024 and held it in 4 quarters. The position peaked at $3.71M in Q4 2024. 50 funds tracked by Wall St. Rank hold CVLC as of Q2 2025.

WCG Wealth Advisors reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q2 2025 after selling out during the quarter.
WCG Wealth Advisors sold 47,239 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2025, an estimated $3.26M.
WCG Wealth Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2024 and held it in 4 quarters.
WCG Wealth Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $3.71M in Q4 2024.
50 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2025.

Based on WCG Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.