EWM
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Evermay Wealth Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Evermay Wealth Management’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$161K Buy
2,102
+413
+24% +$31.6K 0.02% 215
2025
Q1 		$116K Hold
1,689
– – 0.02% 241
2024
Q4 		$124K Hold
1,689
– – 0.02% 237
2024
Q3 		$121K Buy
+1,689
New +$121K 0.02% 249