New England Guild Wealth Advisors, Inc. Buys Vanguard S&P 500 ETF, Invesco S&P MidCap Low Volatility ETF, iShares Russell 2000 Value ETF, Sells Vanguard Global ex-U.S. Real Estate ETF, iShares Russell 2000 ETF, iShares MSCI Emerging Markets ETF

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Jan 06, 2020
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Investment company New England Guild Wealth Advisors, Inc. (Current Portfolio) buys Vanguard S&P 500 ETF, Invesco S&P MidCap Low Volatility ETF, iShares Russell 2000 Value ETF, iShares Residential Real Estate Capped ETF, People's United Financial Inc, sells Vanguard Global ex-U.S. Real Estate ETF, iShares Russell 2000 ETF, iShares MSCI Emerging Markets ETF, Vanguard Small-Cap ETF, iShares Russell 3000 ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, New England Guild Wealth Advisors, Inc.. As of 2019Q4, New England Guild Wealth Advisors, Inc. owns 54 stocks with a total value of $130 million. These are the details of the buys and sells.

For the details of NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/new+england+guild+wealth+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of NEW ENGLAND GUILD WEALTH ADVISORS, INC.
  1. Vanguard Intermediate-Term Government Bond ETF (VGIT) - 167,542 shares, 8.46% of the total portfolio. Shares added by 1.70%
  2. Vanguard Total International Stock (VXUS) - 187,722 shares, 8.01% of the total portfolio. Shares added by 10.73%
  3. iShares Core MSCI EAFE ETF (IEFA) - 149,048 shares, 7.45% of the total portfolio. Shares added by 0.05%
  4. Vanguard FTSE Developed Markets ETF (VEA) - 198,307 shares, 6.70% of the total portfolio. Shares added by 3.85%
  5. Vanguard Total Stock Market ETF (VTI) - 51,391 shares, 6.45% of the total portfolio. Shares reduced by 11.19%
New Purchase: Vanguard S&P 500 ETF (VOO)

New England Guild Wealth Advisors, Inc. initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $297.35. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,131 shares as of .

New Purchase: Invesco S&P MidCap Low Volatility ETF (XMLV)

New England Guild Wealth Advisors, Inc. initiated holding in Invesco S&P MidCap Low Volatility ETF. The purchase prices were between $51.51 and $54.17, with an estimated average price of $53.01. The stock is now traded at around $53.45. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,309 shares as of .

New Purchase: iShares Russell 2000 Value ETF (IWN)

New England Guild Wealth Advisors, Inc. initiated holding in iShares Russell 2000 Value ETF. The purchase prices were between $114.75 and $129, with an estimated average price of $123.11. The stock is now traded at around $128.10. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,759 shares as of .

Added: iShares Residential Real Estate Capped ETF (REZ)

New England Guild Wealth Advisors, Inc. added to a holding in iShares Residential Real Estate Capped ETF by 40.64%. The purchase prices were between $72.82 and $81.61, with an estimated average price of $77.49. The stock is now traded at around $75.49. The impact to a portfolio due to this purchase was 0.15%. The holding were 9,118 shares as of .

Added: People's United Financial Inc (PBCT)

New England Guild Wealth Advisors, Inc. added to a holding in People's United Financial Inc by 22.67%. The purchase prices were between $14.92 and $17.19, with an estimated average price of $16.42. The stock is now traded at around $16.54. The impact to a portfolio due to this purchase was 0.05%. The holding were 21,025 shares as of .



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