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Vanguard ESG US Stock ETF (BATS:ESGV) Shares Sold by Annapolis Financial Services LLC

Annapolis Financial Services LLC cut its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 27.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,304 shares of the company’s stock after selling 503 shares during the period. Annapolis Financial Services LLC’s holdings in Vanguard ESG US Stock ETF […] ....

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iShares MSCI ACWI ETF (NASDAQ:ACWI) is Ashford Advisors LLC's 7th Largest Position

Ashford Advisors LLC raised its stake in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 42.0% during the third quarter, Holdings Channel reports. The firm owned 29,617 shares of the company’s stock after purchasing an additional 8,754 shares during the period. iShares MSCI ACWI ETF makes up about 0.9% of Ashford Advisors LLC’s holdings, […] ....

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Ashford Advisors LLC Makes New $1.75 Million Investment in Vanguard Health Care ETF (NYSEARCA:VHT)

Ashford Advisors LLC acquired a new position in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 7,033 shares of the company’s stock, valued at approximately $1,745,000. Vanguard Health Care ETF comprises about […] ....

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Ashford Advisors LLC Raises Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Ashford Advisors LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 13.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 663,667 shares of the company’s stock after purchasing an additional 79,961 shares during the period. Schwab US Large-Cap […] ....

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