Blue Edge Capital, LLC Buys S&P 500 ETF TRUST ETF, iShares MSCI USA ESG Optimized ETF, Merck Inc, Sells SPDR Dow Jones Industrial Average ETF, International Paper Co

Richmond, VA, based Investment company Blue Edge Capital, LLC (Current Portfolio) buys S&P 500 ETF TRUST ETF, iShares MSCI USA ESG Optimized ETF, Merck Inc, General Electric Co, iShares ESG Aware MSCI USA Small-Cap ETF, sells SPDR Dow Jones Industrial Average ETF, International Paper Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Blue Edge Capital, LLC. As of 2021Q3, Blue Edge Capital, LLC owns 93 stocks with a total value of $461 million. These are the details of the buys and sells.

For the details of Blue Edge Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/blue+edge+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Blue Edge Capital, LLC
  1. Vanguard Growth ETF (VUG) - 154,671 shares, 9.73% of the total portfolio. Shares added by 1.06%
  2. Vanguard Value ETF (VTV) - 320,132 shares, 9.40% of the total portfolio. Shares reduced by 5.12%
  3. Vanguard FTSE Emerging Markets ETF (VWO) - 324,272 shares, 3.52% of the total portfolio. Shares reduced by 0.04%
  4. iShares 3-7 Year Treasury Bond ETF (IEI) - 122,475 shares, 3.46% of the total portfolio. Shares added by 2.14%
  5. Vanguard FTSE Europe ETF (VGK) - 231,268 shares, 3.29% of the total portfolio. Shares reduced by 0.12%
New Purchase: Merck & Co Inc (MRK)

Blue Edge Capital, LLC initiated holding in Merck & Co Inc. The purchase prices were between $71.68 and $78.83, with an estimated average price of $76.11. The stock is now traded at around $84.155000. The impact to a portfolio due to this purchase was 0.28%. The holding were 17,034 shares as of 2021-09-30.

New Purchase: General Electric Co (GE)

Blue Edge Capital, LLC initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $103.270000. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,231 shares as of 2021-09-30.

New Purchase: Vanguard Total Stock Market ETF (VTI)

Blue Edge Capital, LLC initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $218.54 and $233.63, with an estimated average price of $227.38. The stock is now traded at around $243.265000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,764 shares as of 2021-09-30.

New Purchase: iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)

Blue Edge Capital, LLC initiated holding in iShares ESG 1-5 Year USD Corporate Bond ETF. The purchase prices were between $25.9 and $26.03, with an estimated average price of $25.96. The stock is now traded at around $25.735000. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,384 shares as of 2021-09-30.

New Purchase: NextEra Energy Inc (NEE)

Blue Edge Capital, LLC initiated holding in NextEra Energy Inc. The purchase prices were between $74.19 and $86.48, with an estimated average price of $80.63. The stock is now traded at around $86.805000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,200 shares as of 2021-09-30.

Added: S&P 500 ETF TRUST ETF (SPY)

Blue Edge Capital, LLC added to a holding in S&P 500 ETF TRUST ETF by 27.30%. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $470.380000. The impact to a portfolio due to this purchase was 0.49%. The holding were 24,560 shares as of 2021-09-30.

Added: iShares MSCI USA ESG Optimized ETF (ESGU)

Blue Edge Capital, LLC added to a holding in iShares MSCI USA ESG Optimized ETF by 29.12%. The purchase prices were between $97.33 and $103.79, with an estimated average price of $101.04. The stock is now traded at around $107.845000. The impact to a portfolio due to this purchase was 0.38%. The holding were 78,343 shares as of 2021-09-30.

Added: iShares ESG Aware MSCI USA Small-Cap ETF (ESML)

Blue Edge Capital, LLC added to a holding in iShares ESG Aware MSCI USA Small-Cap ETF by 28.90%. The purchase prices were between $37.55 and $40.64, with an estimated average price of $39.45. The stock is now traded at around $42.473000. The impact to a portfolio due to this purchase was 0.15%. The holding were 81,570 shares as of 2021-09-30.

Added: iShares MSCI EAFE ESG Select ETF (ESGD)

Blue Edge Capital, LLC added to a holding in iShares MSCI EAFE ESG Select ETF by 28.62%. The purchase prices were between $77.09 and $82.48, with an estimated average price of $80.28. The stock is now traded at around $81.600000. The impact to a portfolio due to this purchase was 0.12%. The holding were 31,581 shares as of 2021-09-30.

Added: Goldman Sachs Just Us Large Cap Equity ETF (JUST)

Blue Edge Capital, LLC added to a holding in Goldman Sachs Just Us Large Cap Equity ETF by 27.30%. The purchase prices were between $61.85 and $65.73, with an estimated average price of $64.06. The stock is now traded at around $68.070000. The impact to a portfolio due to this purchase was 0.11%. The holding were 36,194 shares as of 2021-09-30.

Added: iShares MSCI EM ESG Select ETF (ESGE)

Blue Edge Capital, LLC added to a holding in iShares MSCI EM ESG Select ETF by 28.31%. The purchase prices were between $40.74 and $44.79, with an estimated average price of $42.74. The stock is now traded at around $42.565000. The impact to a portfolio due to this purchase was 0.08%. The holding were 40,590 shares as of 2021-09-30.

Sold Out: SPDR Dow Jones Industrial Average ETF (DIA)

Blue Edge Capital, LLC sold out a holding in SPDR Dow Jones Industrial Average ETF. The sale prices were between $338.18 and $355.08, with an estimated average price of $348.19.

Sold Out: International Paper Co (IP)

Blue Edge Capital, LLC sold out a holding in International Paper Co. The sale prices were between $52.29 and $58.93, with an estimated average price of $55.71.



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