Fingerlakes Wealth Management Inc. Sells 249 Shares of Vanguard ESG U.S. Stock ETF $ESGV

Fingerlakes Wealth Management Inc. lessened its stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 1.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,403 shares of the company’s stock after selling 249 shares during the period. Vanguard ESG U.S. Stock ETF accounts for approximately 1.8% of Fingerlakes Wealth Management Inc.’s investment portfolio, making the stock its 19th largest holding. Fingerlakes Wealth Management Inc.’s holdings in Vanguard ESG U.S. Stock ETF were worth $2,347,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in Vanguard ESG U.S. Stock ETF by 4.8% in the first quarter. Vanguard Group Inc. now owns 3,215,327 shares of the company’s stock valued at $314,941,000 after purchasing an additional 148,348 shares during the last quarter. Wealthfront Advisers LLC grew its stake in Vanguard ESG U.S. Stock ETF by 4.0% in the first quarter. Wealthfront Advisers LLC now owns 1,502,840 shares of the company’s stock valued at $147,203,000 after purchasing an additional 57,917 shares during the last quarter. Leo Wealth LLC grew its stake in Vanguard ESG U.S. Stock ETF by 78.9% in the second quarter. Leo Wealth LLC now owns 678,646 shares of the company’s stock valued at $74,472,000 after purchasing an additional 299,201 shares during the last quarter. Verde Capital Management grew its stake in Vanguard ESG U.S. Stock ETF by 3.9% in the second quarter. Verde Capital Management now owns 580,684 shares of the company’s stock valued at $63,666,000 after purchasing an additional 21,785 shares during the last quarter. Finally, Betterment LLC grew its stake in Vanguard ESG U.S. Stock ETF by 22.9% in the first quarter. Betterment LLC now owns 508,902 shares of the company’s stock valued at $49,847,000 after purchasing an additional 94,879 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Price Performance

ESGV opened at $119.39 on Tuesday. The business’s 50-day moving average is $116.60 and its two-hundred day moving average is $108.32. Vanguard ESG U.S. Stock ETF has a 1 year low of $84.41 and a 1 year high of $112.76. The firm has a market capitalization of $11.63 billion, a PE 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.