Vanguard ESG US Stock ETF (BATS:ESGV) Shares Sold by Retirement Capital Strategies

Retirement Capital Strategies reduced its position in Vanguard ESG US Stock ETF (BATS:ESGV) by 3.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 88,735 shares of the company’s stock after selling 2,943 shares during the quarter. Vanguard ESG US Stock ETF makes up approximately 3.5% of Retirement Capital Strategies’ portfolio, making the stock its 8th biggest position. Retirement Capital Strategies owned 0.10% of Vanguard ESG US Stock ETF worth $9,308,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of ESGV. Kestra Investment Management LLC acquired a new position in Vanguard ESG US Stock ETF in the 4th quarter valued at about $25,000. Key Financial Inc purchased a new position in shares of Vanguard ESG US Stock ETF in the 4th quarter valued at about $38,000. Investors Research Corp boosted its stake in shares of Vanguard ESG US Stock ETF by 108.5% in the 4th quarter. Investors Research Corp now owns 419 shares of the company’s stock valued at $44,000 after buying an additional 218 shares during the period. Aptus Capital Advisors LLC boosted its stake in shares of Vanguard ESG US Stock ETF by 294.4% in the 3rd quarter. Aptus Capital Advisors LLC now owns 489 shares of the company’s stock valued at $50,000 after buying an additional 365 shares during the period. Finally, Phillips Financial Management LLC purchased a new position in shares of Vanguard ESG US Stock ETF in the 3rd quarter valued at about $52,000.

Vanguard ESG US Stock ETF Stock Performance

Shares of ESGV opened at $98.55 on Tuesday. The stock has a 50-day simple moving average of $106.34 and a 200-day simple moving average of $104.41. The stock has a market capitalization of $9.63 billion, a PE ratio of 27.98 and a beta of 1.05. Vanguard ESG US Stock ETF has a 1 year low of $87.00 and a 1 year high of $109.62.

About Vanguard ESG US 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.