NEW ENGLAND GUILD WEALTH ADVISORS, INC. BSV Holdings History
NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2022-12-31, NEW ENGLAND GUILD WEALTH ADVISORS, INC. held 180,264.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $13.57 Mil. This investment constitutes 7.15% of their stock portfolio, and NEW ENGLAND GUILD WEALTH ADVISORS, INC. now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2018Q3. And since then NEW ENGLAND GUILD WEALTH ADVISORS, INC. has made 2 purchases of BSV, at an average price of $74.83, for a total of 180,264.00 shares. Based on historical transaction data and BSV's current price of $78.60, NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s estimated gain on his BSV holdings is $679,458.98, reflecting a 5.04% gain to date.
NEW ENGLAND GUILD WEALTH ADVISORS, INC. BSV ($78.60) Holding Chart
NEW ENGLAND GUILD WEALTH ADVISORS, INC. BSV ($78.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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