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New England Guild Wealth Advisors, Inc. Buys iShares Russell 2000, iShares Currency Hedged MSCI Eurozone, iShares Core S&P 500, Sells Berkshire Hathaway Inc, iShares Trust Residential Real Estate, iShares Core S&P Small-Cap

Investment company New England Guild Wealth Advisors, Inc. (Current Portfolio) buys iShares Russell 2000, iShares Currency Hedged MSCI Eurozone, iShares Core S&P 500, iShares MSCI Emerging Index Fund, iShares Core U.S. Aggregate Bond, sells Berkshire Hathaway Inc, iShares Trust Residential Real Estate, iShares Core S&P Small-Cap, iShares Cohen & Steers REIT, Schwab U.S. Broad Market during the 3-months ended 2020Q2, according to the most recent filings of the investment company, New England Guild Wealth Advisors, Inc.. As of 2020Q2, New England Guild Wealth Advisors, Inc. owns 52 stocks with a total value of $126 million. These are the details of the buys and sells.

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.
  1. Vanguard Total International Stock (VXUS) - 495,721 shares, 19.29% of the total portfolio. Shares added by 19.41%
  2. Vanguard Intermediate-Term Government Bond ETF (VGIT) - 175,981 shares, 9.83% of the total portfolio. Shares added by 3.22%
  3. SPDR S&P 500 (SPY) - 29,682 shares, 7.24% of the total portfolio. Shares reduced by 0.14%
  4. Vanguard Total Stock Market (VTI) - 51,072 shares, 6.33% of the total portfolio. Shares reduced by 5.49%
  5. Vanguard Total Bond Market ETF (BND) - 55,564 shares, 3.88% of the total portfolio. Shares added by 3.48%
New Purchase: Invesco S&P 500 Equal Weight (RSP)

New England Guild Wealth Advisors, Inc. initiated holding in Invesco S&P 500 Equal Weight. The purchase prices were between $79.83 and $113.09, with an estimated average price of $96.19. The stock is now traded at around $100.38. The impact to a portfolio due to this purchase was 0.51%. The holding were 6,288 shares as of .

New Purchase: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

New England Guild Wealth Advisors, Inc. initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $193.98 and $272.82, with an estimated average price of $241.63. The stock is now traded at around $281.95. The impact to a portfolio due to this purchase was 0.17%. The holding were 800 shares as of .

New Purchase: AT&T Inc (T)

New England Guild Wealth Advisors, Inc. initiated holding in AT&T Inc. The purchase prices were between $27.46 and $33.23, with an estimated average price of $30.14. The stock is now traded at around $29.54. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,834 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 $156.19 and $206.81, with an estimated average price of $191.29. The stock is now traded at around $199.02. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,055 shares as of .

New Purchase: Microsoft Corp (MSFT)

New England Guild Wealth Advisors, Inc. initiated holding in Microsoft Corp. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $214.32. The impact to a portfolio due to this purchase was 0.16%. The holding were 990 shares as of .

Added: iShares Russell 2000 (IWM)

New England Guild Wealth Advisors, Inc. added to a holding in iShares Russell 2000 by 206.60%. The purchase prices were between $104.27 and $152.57, with an estimated average price of $130.6. The stock is now traded at around $139.07. The impact to a portfolio due to this purchase was 1.66%. The holding were 21,726 shares as of .

Added: iShares Currency Hedged MSCI Eurozone (HEZU)

New England Guild Wealth Advisors, Inc. added to a holding in iShares Currency Hedged MSCI Eurozone by 114.98%. The purchase prices were between $22.44 and $29.23, with an estimated average price of $25.78. The stock is now traded at around $28.28. The impact to a portfolio due to this purchase was 1.31%. The holding were 110,078 shares as of .

Added: iShares Core S&P 500 (IVV)

New England Guild Wealth Advisors, Inc. added to a holding in iShares Core S&P 500 by 37.19%. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $315.72. The impact to a portfolio due to this purchase was 0.82%. The holding were 12,263 shares as of .

Added: iShares MSCI Emerging Index Fund (EEM)

New England Guild Wealth Advisors, Inc. added to a holding in iShares MSCI Emerging Index Fund by 65.43%. The purchase prices were between $32.48 and $40.95, with an estimated average price of $37.21. The stock is now traded at around $43.52. The impact to a portfolio due to this purchase was 0.79%. The holding were 62,815 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

New England Guild Wealth Advisors, Inc. added to a holding in iShares Core U.S. Aggregate Bond by 22.54%. The purchase prices were between $114.07 and $117.99, with an estimated average price of $116.59. The stock is now traded at around $118.63. The impact to a portfolio due to this purchase was 0.64%. The holding were 37,436 shares as of .

Sold Out: iShares Trust Residential Real Estate (REZ)

New England Guild Wealth Advisors, Inc. sold out a holding in iShares Trust Residential Real Estate. The sale prices were between $49.35 and $67.83, with an estimated average price of $58.73.



Here is the complete portfolio of NEW ENGLAND GUILD WEALTH ADVISORS, INC.. Also check out:

1. NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Undervalued Stocks
2. NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Top Growth Companies, and
3. NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s High Yield stocks
4. Stocks that NEW ENGLAND GUILD WEALTH ADVISORS, INC. keeps buying

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