Trademark Financial Management LLC Sells 7,366 Shares of Vanguard ESG U.S. Stock ETF $ESGV

Trademark Financial Management LLC lessened its stake in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 19.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 30,398 shares of the company’s stock after selling 7,366 shares during the period. Vanguard ESG U.S. Stock ETF comprises approximately 2.0% of Trademark Financial Management LLC’s investment portfolio, making the stock its 17th biggest holding. Trademark Financial Management LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $3,677,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the company. Leo Wealth LLC grew its stake in Vanguard ESG U.S. Stock ETF by 84.1% in the fourth quarter. Leo Wealth LLC now owns 694,165 shares of the company’s stock worth $84,002,000 after purchasing an additional 317,058 shares in the last quarter. IMA Advisory Services Inc. purchased a new stake in shares of Vanguard ESG U.S. Stock ETF in the 3rd quarter worth $32,461,000. Olde Wealth Management LLC bought a new position in shares of Vanguard ESG U.S. Stock ETF during the 3rd quarter worth $22,525,000. Vanguard Group Inc. increased its stake in shares of Vanguard ESG U.S. Stock ETF by 5.1% during the third quarter. Vanguard Group Inc. now owns 3,480,658 shares of the company’s stock valued at $412,249,000 after buying an additional 168,238 shares during the period. Finally, Caprock Group LLC purchased a new stake in Vanguard ESG U.S. Stock ETF in the third quarter worth about $18,215,000.

Vanguard ESG U.S. Stock ETF Price Performance

Shares of Vanguard ESG U.S. Stock ETF stock opened at $123.67 on Wednesday. Vanguard ESG U.S. Stock ETF has a 1 year low of $90.84 and a 1 year high of $125.17. The firm’s 50-day moving average is $117.15 and its two-hundred day moving average is $119.36. The stock has a market cap of $12.05 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07.

About Vanguard ESG U.S. Stock ETF

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.