New England Guild Wealth Advisors, Inc. Buys Vanguard Total International Stock, Vanguard Mid-Cap, SPDR S&P 500, Sells iShares Core MSCI EAFE, Vanguard FTSE Developed Markets, iShares Currency Hedged MSCI Eurozone

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Apr 06, 2020
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Investment company New England Guild Wealth Advisors, Inc. (Current Portfolio) buys Vanguard Total International Stock, Vanguard Mid-Cap, SPDR S&P 500, iShares U.S. Technology, Vanguard FTSE Emerging Markets, sells iShares Core MSCI EAFE, Vanguard FTSE Developed Markets, iShares Currency Hedged MSCI Eurozone, iShares Core S&P Mid-Cap, iShares Russell 2000 during the 3-months ended 2020Q1, according to the most recent filings of the investment company, New England Guild Wealth Advisors, Inc.. As of 2020Q1, New England Guild Wealth Advisors, Inc. owns 48 stocks with a total value of $102 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 Total International Stock (VXUS) - 415,152 shares, 17.01% of the total portfolio. Shares added by 121.15%
  2. Vanguard Intermediate-Term Government Bond ETF (VGIT) - 170,492 shares, 11.75% of the total portfolio. Shares added by 1.76%
  3. SPDR S&P 500 (SPY) - 29,724 shares, 7.48% of the total portfolio. Shares added by 39.23%
  4. Vanguard Total Stock Market (VTI) - 54,041 shares, 6.80% of the total portfolio. Shares added by 5.16%
  5. Vanguard Total Bond Market ETF (BND) - 53,695 shares, 4.48% of the total portfolio. Shares reduced by 2.96%
New Purchase: iShares U.S. Technology (IYW)

New England Guild Wealth Advisors, Inc. initiated holding in iShares U.S. Technology. The purchase prices were between $180.74 and $259.93, with an estimated average price of $231.05. The stock is now traded at around $211.01. The impact to a portfolio due to this purchase was 1.82%. The holding were 9,102 shares as of .

New Purchase: Amazon.com Inc (AMZN)

New England Guild Wealth Advisors, Inc. initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $1997.59. The impact to a portfolio due to this purchase was 0.21%. The holding were 108 shares as of .

New Purchase: iShares Core S&P Total U.S. Stock Market (ITOT)

New England Guild Wealth Advisors, Inc. initiated holding in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $49.42 and $76.04, with an estimated average price of $68.3. The stock is now traded at around $58.59. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,590 shares as of .

Added: Vanguard Total International Stock (VXUS)

New England Guild Wealth Advisors, Inc. added to a holding in Vanguard Total International Stock by 121.15%. The purchase prices were between $36.75 and $56.64, with an estimated average price of $51.24. The stock is now traded at around $42.50. The impact to a portfolio due to this purchase was 9.32%. The holding were 415,152 shares as of .

Added: Vanguard Mid-Cap (VO)

New England Guild Wealth Advisors, Inc. added to a holding in Vanguard Mid-Cap by 866.78%. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $134.05. The impact to a portfolio due to this purchase was 2.39%. The holding were 20,805 shares as of .

Added: SPDR S&P 500 (SPY)

New England Guild Wealth Advisors, Inc. added to a holding in SPDR S&P 500 by 39.23%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $264.86. The impact to a portfolio due to this purchase was 2.11%. The holding were 29,724 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

New England Guild Wealth Advisors, Inc. added to a holding in Vanguard FTSE Emerging Markets by 78.32%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $34.28. The impact to a portfolio due to this purchase was 0.91%. The holding were 63,520 shares as of .

Added: iShares Core MSCI Total International Stock ETF (IXUS)

New England Guild Wealth Advisors, Inc. added to a holding in iShares Core MSCI Total International Stock ETF by 116.03%. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $47.19. The impact to a portfolio due to this purchase was 0.9%. The holding were 36,546 shares as of .

Added: Vanguard Div Appreciation (VIG)

New England Guild Wealth Advisors, Inc. added to a holding in Vanguard Div Appreciation by 53.31%. The purchase prices were between $89.24 and $130.69, with an estimated average price of $120.14. The stock is now traded at around $107.17. The impact to a portfolio due to this purchase was 0.69%. The holding were 19,679 shares as of .

Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)

New England Guild Wealth Advisors, Inc. sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $38.34 and $62.84, with an estimated average price of $56.15.

Sold Out: Schwab U.S. Small-Cap (SCHA)

New England Guild Wealth Advisors, Inc. sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $44.57 and $77.39, with an estimated average price of $68.72.

Sold Out: Becton, Dickinson and Co (BDX)

New England Guild Wealth Advisors, Inc. sold out a holding in Becton, Dickinson and Co. The sale prices were between $200.58 and $285.99, with an estimated average price of $253.86.

Sold Out: Invesco S&P MidCap Low Volatility (XMLV)

New England Guild Wealth Advisors, Inc. sold out a holding in Invesco S&P MidCap Low Volatility. The sale prices were between $33.01 and $55.48, with an estimated average price of $50.18.

Sold Out: AT&T Inc (T)

New England Guild Wealth Advisors, Inc. sold out a holding in AT&T Inc. The sale prices were between $26.77 and $39.37, with an estimated average price of $36.28.

Sold Out: iShares Core High Dividend (HDV)

New England Guild Wealth Advisors, Inc. sold out a holding in iShares Core High Dividend. The sale prices were between $61.09 and $96.96, with an estimated average price of $87.21.



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