Trademark Financial Management LLC Decreases Stock Holdings in Vanguard ESG U.S. Stock ETF $ESGV

Trademark Financial Management LLC lowered its stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 19.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 30,398 shares of the company’s stock after selling 7,366 shares during the quarter. Vanguard ESG U.S. Stock ETF accounts for 2.0% of Trademark Financial Management LLC’s portfolio, making the stock its 17th largest position. Trademark Financial Management LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $3,677,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Amplius Wealth Advisors LLC lifted its stake in shares of Vanguard ESG U.S. Stock ETF by 4.7% during the 4th quarter. Amplius Wealth Advisors LLC now owns 1,898 shares of the company’s stock valued at $230,000 after buying an additional 86 shares in the last quarter. Archer Investment Corp raised its holdings in shares of Vanguard ESG U.S. Stock ETF by 10.6% during the 3rd quarter. Archer Investment Corp now owns 942 shares of the company’s stock worth $112,000 after acquiring an additional 90 shares in the last quarter. Investors Research Corp lifted its position in Vanguard ESG U.S. Stock ETF by 10.4% during the fourth quarter. Investors Research Corp now owns 955 shares of the company’s stock valued at $116,000 after purchasing an additional 90 shares during the last quarter. Whitegate Investment Counselors Inc. grew its stake in shares of Vanguard ESG U.S. Stock ETF by 4.1% in the 3rd quarter. Whitegate Investment Counselors Inc. now owns 2,366 shares of the company’s stock worth $280,000 after buying an additional 94 shares in the last quarter. Finally, Well Done LLC increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 0.3% in the 3rd quarter. Well Done LLC now owns 33,353 shares of the company’s stock worth $3,950,000 after buying an additional 98 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Stock Performance

BATS:ESGV opened at $123.67 on Wednesday. The stock’s fifty day moving average is $117.15 and its 200 day moving average is $119.36. The firm has a market capitalization of $12.05 billion, a PE ratio of 25.59 and a beta of 1.07. Vanguard ESG U.S. Stock ETF has a fifty-two week low of $90.84 and a fifty-two week high of $125.17.

Vanguard ESG U.S. Stock ETF Profile

The Vanguard ESG U.S. Stock ETF (ESGV) is an exchange-traded fund that is based on the FTSE USA All Cap Choice index, a market-cap-weighted index of US all-cap companies screened for environmental, social, and corporate governance (ESG) criteria. ESGV was launched on Sep 18, 2018 and is managed by Vanguard.