NEW ENGLAND GUILD WEALTH ADVISORS, INC.

13F Filings History

Latest 13F report
Q4 2022 - Jan 11, 2023
Value $
$190M
Signature - Title
William R. Pfeiffer Jr. - Chief Compliance Officer
Location
Avon, CT
Summary
This page shows a list of all the recent 13F filings made by NEW ENGLAND GUILD WEALTH ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NEW ENGLAND GUILD WEALTH ADVISORS, INC. reported 67 stock holdings with total value $190M as of Q4 2022. Top holdings included VXUS, BSV, VCSH, SPY, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 67 $190M +$37.6M -$25.7M +$11.9M VXUS, BSV, VCSH, SPY, VTI 13F-HR 1/11/2023, 12:04 PM
Q3 2022 66 $165M +$28.1M -$12.9M +$15.2M VXUS, BND, SPY, TIP, VTI 13F-HR 10/6/2022, 02:14 PM
Q2 2022 70 $162M +$4.18M -$6.17M -$2M VXUS, SPY, VEA, VTI, REGL 13F-HR 7/8/2022, 10:45 AM
Q1 2022 73 $189M +$10.3M -$10.4M -$139K VXUS, SPY, VTI, VEA, REGL 13F-HR 4/18/2022, 02:42 PM
Q4 2021 72 $200M +$7.85M -$4.74M +$3.11M VXUS, SPY, VTI, HEZU, IWM 13F-HR 1/12/2022, 02:47 PM
Q3 2021 66 $189M +$11.2M -$3.37M +$7.88M VXUS, SPY, VTI, VGIT, IWM 13F-HR 10/7/2021, 09:12 AM
Q2 2021 68 $184M +$5.96M -$7.52M -$1.56M VXUS, SPY, VTI, VGIT, IWM 13F-HR 7/12/2021, 09:49 AM
Q1 2021 69 $178M +$8.42M -$6M +$2.42M VXUS, SPY, VGIT, VTI, TOTL 13F-HR 4/8/2021, 10:25 AM
Q4 2020 61 $169M +$14.9M -$2.84M +$12.1M VXUS, VGIT, SPY, VTI, TOTL 13F-HR 1/15/2021, 08:37 AM
Q3 2020 53 $143M +$5.42M -$3.62M +$1.81M VXUS, VGIT, SPY, VTI, TOTL 13F-HR 10/5/2020, 12:07 PM
Q2 2020 56 $136M +$13.8M -$3.87M +$9.96M VXUS, VGIT, SPY, VTI, TOTL 13F-HR 7/8/2020, 11:32 AM
Q1 2020 51 $111M +$23M -$27.4M -$4.41M VXUS, VGIT, SPY, VTI, TOTL 13F-HR 4/6/2020, 03:45 PM
Q4 2019 57 $139M +$3.01M -$9.79M -$6.79M VGIT, VXUS, IEFA, VEA, VTI 13F-HR 1/6/2020, 02:53 PM
Q3 2019 54 $139M +$8.69M -$4.35M +$4.35M VGIT, IEFA, VXUS, VTI, TOTL 13F-HR 10/10/2019, 10:19 AM
Q2 2019 54 $135M +$2.77M -$3.4M -$629K VGIT, IEFA, VTI, VXUS, TOTL 13F-HR 8/20/2019, 01:47 PM
Q1 2019 51 $132M +$2.74M -$849K +$1.89M IEFA, VTI, VGIT, VXUS, TOTL 13F-HR 8/20/2019, 01:31 PM
Q4 2018 49 $119M +$32.8M -$12.9M +$19.9M IEFA, VGIT, VTI, VXUS, TOTL 13F-HR 8/20/2019, 01:08 PM
Q3 2018 55 $111M +$2.51M -$3.34M -$830K VTI, TOTL, VEA, VNQI, HEZU 13F-HR 8/21/2019, 11:15 AM
Q2 2018 54 $109M +$8.18M -$3.78M +$4.4M TOTL, VTI, VEA, VNQI, BND 13F-HR 8/21/2019, 11:09 AM
Q1 2018 53 $106M +$2.8M -$632K +$2.17M VEA, VTI, VNQI, BND, HEZU 13F-HR 8/21/2019, 11:04 AM
Q4 2017 53 $104M $0 $0 VEA, VTI, BND, HEZU, VNQI 13F-HR 8/21/2019, 10:49 AM