Fingerlakes Wealth Management Inc. Reduces Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Fingerlakes Wealth Management Inc. cut its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 22,244 shares of the company’s stock after selling 793 shares during the period. Vanguard ESG US Stock ETF comprises approximately 1.9% of Fingerlakes Wealth Management Inc.’s portfolio, making the stock its 16th largest position. Fingerlakes Wealth Management Inc.’s holdings in Vanguard ESG US Stock ETF were worth $2,333,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the stock. Kestra Investment Management LLC purchased a new stake in shares of Vanguard ESG US Stock ETF in the 4th quarter valued at about $25,000. Key Financial Inc acquired a new position in Vanguard ESG US Stock ETF during the fourth quarter worth approximately $38,000. Fairway Wealth LLC acquired a new position in shares of Vanguard ESG US Stock ETF in the 3rd quarter valued at $48,000. Aptus Capital Advisors LLC raised its position in 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 purchasing an additional 365 shares during the last quarter. Finally, Phillips Financial Management LLC acquired a new stake in Vanguard ESG US Stock ETF during the 3rd quarter worth $52,000.

Vanguard ESG US Stock ETF Price Performance

Shares of Vanguard ESG US Stock ETF stock opened at $109.52 on Thursday. The stock’s 50-day simple moving average is $107.21 and its two-hundred day simple moving average is $103.57. The stock has a market cap of $9.91 billion, a P/E ratio of 26.02 and a beta of 1.10.

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.