Tradition Wealth Management LLC trimmed its position in Vanguard ESG U.S. Stock ETF (BATS:ESGV – Free Report) by 60.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,841 shares of the company’s stock after selling 11,913 shares during the period. Tradition Wealth Management LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $768,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ESGV. Keystone Global Partners LLC purchased a new position in Vanguard ESG U.S. Stock ETF in the 1st quarter valued at about $27,000. Mascagni Wealth Management Inc. acquired a new position in shares of Vanguard ESG U.S. Stock ETF during the 4th quarter valued at about $33,000. AdvisorNet Financial Inc increased its stake in shares of Vanguard ESG U.S. Stock ETF by 59.6% during the 1st quarter. AdvisorNet Financial Inc now owns 447 shares of the company’s stock valued at $44,000 after acquiring an additional 167 shares during the last quarter. Investors Research Corp increased its stake in shares of Vanguard ESG U.S. Stock ETF by 44.9% during the 1st quarter. Investors Research Corp now owns 607 shares of the company’s stock valued at $59,000 after acquiring an additional 188 shares during the last quarter. Finally, LRI Investments LLC acquired a new position in shares of Vanguard ESG U.S. Stock ETF during the 4th quarter valued at about $65,000.
Vanguard ESG U.S. Stock ETF Price Performance
BATS ESGV opened at $113.05 on Thursday. Vanguard ESG U.S. Stock ETF has a 12 month low of $84.41 and a 12 month high of $112.76. The company has a 50-day moving average of $110.54 and a 200-day moving average of $104.30. The company has a market cap of $11.02 billion, a P/E ratio of 25.59 and a beta of 1.07.
Vanguard ESG U.S. Stock ETF Company 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.
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