Number of Shares
81,729.00
Current Holdings Value*
$7.36 Mil
% of Portfolio
3.88%
Total Estimate Gain
$2.26 Mil
% of Total Estimate Gain
24.56%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s ProShares S&P 500 Dividend Aristocrats ETF Holding Summary

As of 2022-12-31, NEW ENGLAND GUILD WEALTH ADVISORS, INC. held 81,729.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $7.36 Mil. This investment constitutes 3.88% of their stock portfolio, and NEW ENGLAND GUILD WEALTH ADVISORS, INC. now holds 0.07% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.

The initial trade took place in 2019Q3. And since then NEW ENGLAND GUILD WEALTH ADVISORS, INC. has made 8 purchases of NOBL, at an average price of $76.38, for a total of 120,721.00 shares. In addition, there have been 6 sales at an average price of $76.46 for 38,992.00 shares. Based on historical transaction data and NOBL's current price of $104.06, NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s estimated gain on his NOBL holdings is $2.26 Mil, reflecting a 24.56% gain to date.

NEW ENGLAND GUILD WEALTH ADVISORS, INC. NOBL ($104.06) Holding Chart

NEW ENGLAND GUILD WEALTH ADVISORS, INC. NOBL ($104.06) 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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