Legacy Financial Advisors Inc. Sells 397 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Legacy Financial Advisors Inc. trimmed its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 8.6% in the second quarter, Holdings Channel reports. The firm owned 4,203 shares of the company’s stock after selling 397 shares during the quarter. Legacy Financial Advisors Inc.’s holdings in Vanguard ESG US Stock ETF were worth $406,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. GPS Wealth Strategies Group LLC grew its stake in shares of Vanguard ESG US Stock ETF by 112.7% in the second quarter. GPS Wealth Strategies Group LLC now owns 319 shares of the company’s stock valued at $31,000 after buying an additional 169 shares in the last quarter. Chilton Capital Management LLC bought a new position in shares of Vanguard ESG US Stock ETF in the 2nd quarter valued at about $39,000. Atlantic Edge Private Wealth Management LLC increased its stake in shares of Vanguard ESG US Stock ETF by 43.0% during the 2nd quarter. Atlantic Edge Private Wealth Management LLC now owns 665 shares of the company’s stock worth $64,000 after purchasing an additional 200 shares during the last quarter. Turtle Creek Wealth Advisors LLC acquired a new position in shares of Vanguard ESG US Stock ETF during the 1st quarter worth about $74,000. Finally, O Shaughnessy Asset Management LLC raised its holdings in shares of Vanguard ESG US Stock ETF by 312.8% in the 1st quarter. O Shaughnessy Asset Management LLC now owns 805 shares of the company’s stock valued at $75,000 after purchasing an additional 610 shares during the period.

Vanguard ESG US Stock ETF Price Performance

Vanguard ESG US Stock ETF stock opened at $100.71 on Friday. The stock’s 50 day simple moving average is $97.55 and its 200-day simple moving average is $94.77. The company has a market capitalization of $9.11 billion, a PE 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.