Number of Shares
166,210.00
Current Holdings Value*
$12.50 Mil
% of Portfolio
6.59%
Total Estimate Gain
$738,393.30
% of Total Estimate Gain
4.55%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2022-12-31, NEW ENGLAND GUILD WEALTH ADVISORS, INC. held 166,210.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $12.50 Mil. This investment constitutes 6.59% of their stock portfolio, and NEW ENGLAND GUILD WEALTH ADVISORS, INC. now holds 0.03% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2018Q2. And since then NEW ENGLAND GUILD WEALTH ADVISORS, INC. has made 8 purchases of VCSH, at an average price of $75.77, for a total of 214,155.00 shares. In addition, there have been 10 sales at an average price of $78.59 for 47,945.00 shares. Based on historical transaction data and VCSH's current price of $79.40, NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s estimated gain on his VCSH holdings is $738,393.30, reflecting a 4.55% gain to date.

NEW ENGLAND GUILD WEALTH ADVISORS, INC. VCSH ($79.40) Holding Chart

NEW ENGLAND GUILD WEALTH ADVISORS, INC. VCSH ($79.40) 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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