Number of Shares
123,468.00
Current Holdings Value*
$5.18 Mil
% of Portfolio
2.73%
Total Estimate Gain
$276,953.92
% of Total Estimate Gain
1.78%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Vanguard FTSE Developed Markets ETF Holding Summary

As of 2022-12-31, NEW ENGLAND GUILD WEALTH ADVISORS, INC. held 123,468.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $5.18 Mil. This investment constitutes 2.73% of their stock portfolio, and NEW ENGLAND GUILD WEALTH ADVISORS, INC. now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q2. And since then NEW ENGLAND GUILD WEALTH ADVISORS, INC. has made 11 purchases of VEA, at an average price of $45.75, for a total of 339,253.00 shares. In addition, there have been 7 sales at an average price of $40.52 for 215,785.00 shares. Based on historical transaction data and VEA's current price of $57.15, NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s estimated gain on his VEA holdings is $276,953.92, reflecting a 1.78% gain to date.

NEW ENGLAND GUILD WEALTH ADVISORS, INC. VEA ($57.15) Holding Chart

NEW ENGLAND GUILD WEALTH ADVISORS, INC. VEA ($57.15) 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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