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

Perigon Wealth Management’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
-7,528
Closed -$519K – 1068
2025
Q1 		$519K Hold
7,528
– – 0.01% 624
2024
Q4 		$559K Buy
7,528
+1,010
+15% +$74.5K 0.01% 611
2024
Q3 		$467K Buy
+6,518
New +$449K 0.01% 641

Other funds holding CVLC

SIF
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $12.7B AUM 17.31% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Perigon Wealth Management's CVLC Position: Q2 2025 in Review

Perigon Wealth Management sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2025, closing a stake of 7,528 shares — an estimated $519K sold.

Perigon Wealth Management first reported a position in CVLC in Q3 2024 and held it in 3 quarters. The position peaked at $559K in Q4 2024. 50 funds tracked by Wall St. Rank hold CVLC as of Q2 2025.

  • Perigon Wealth Management reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 7,528 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2025, an estimated $519K.
  • Perigon Wealth Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and held it in 3 quarters.
  • Perigon Wealth Management's Calvert US Large-Cap Core Responsible Index ETF position peaked at $559K 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 Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.