- New Purchases: SPLV, VO, WLTW, GE,
- Added Positions: VGIT, AGG, IVV, SDY, SPY, IXUS, EEM, IWM, AAPL, SCHB, REZ, SCHA, MUB,
- Reduced Positions: VNQI, VXUS, VTI, BRK.B, VGSH, IJH, HEZU, IEFA, BND, VCSH, VEA, VWO, IWV, SCZ, T,
- Sold Out: BIF,
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.- Vanguard Intermediate-Term Government Bond ETF (VGIT) - 153,237 shares, 8.07% of the total portfolio. Shares added by 4.91%
- iShares Core MSCI EAFE ETF (IEFA) - 161,596 shares, 7.92% of the total portfolio. Shares reduced by 1.24%
- Vanguard Total Stock Market ETF (VTI) - 63,400 shares, 7.59% of the total portfolio. Shares reduced by 4.33%
- Vanguard Total International Stock (VXUS) - 167,314 shares, 7.04% of the total portfolio. Shares reduced by 4.64%
- Vanguard FTSE Developed Markets ETF (VEA) - 182,585 shares, 6.08% of the total portfolio. Shares reduced by 1.01%
New England Guild Wealth Advisors, Inc. initiated holding in Invesco S&P 500 Low Volatility ETF. The purchase prices were between $52.28 and $56.09, with an estimated average price of $53.76. The stock is now traded at around $56.31. The impact to a portfolio due to this purchase was 0.27%. The holding were 6,111 shares as of .
New Purchase: Vanguard Mid-Cap ETF (VO)New England Guild Wealth Advisors, Inc. initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $156.62 and $167.97, with an estimated average price of $163.63. The stock is now traded at around $165.25. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,244 shares as of .
New Purchase: Willis Towers Watson PLC (WLTW)New England Guild Wealth Advisors, Inc. initiated holding in Willis Towers Watson PLC. The purchase prices were between $173.7 and $192.31, with an estimated average price of $180.97. The stock is now traded at around $193.75. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,055 shares as of .
New Purchase: General Electric Co (GE)New England Guild Wealth Advisors, Inc. initiated holding in General Electric Co. The purchase prices were between $8.98 and $10.63, with an estimated average price of $9.86. The stock is now traded at around $8.16. The impact to a portfolio due to this purchase was 0.09%. The holding were 10,278 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 25.47%. The purchase prices were between $56.4 and $59.92, with an estimated average price of $58.29. The stock is now traded at around $56.02. The impact to a portfolio due to this purchase was 0.1%. The holding were 10,152 shares as of .
Sold Out: Boulder Growth & Income Fund (BIF)New England Guild Wealth Advisors, Inc. sold out a holding in Boulder Growth & Income Fund. The sale prices were between $10.53 and $11.24, with an estimated average price of $10.97.
Reduced: Berkshire Hathaway Inc (BRK.B)New England Guild Wealth Advisors, Inc. reduced to a holding in Berkshire Hathaway Inc by 26.84%. The sale prices were between $197.42 and $218.6, with an estimated average price of $206.89. The stock is now traded at around $199.24. The impact to a portfolio due to this sale was -0.31%. New England Guild Wealth Advisors, Inc. still held 5,211 shares as of .
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