13F Filings History of NEW ENGLAND GUILD WEALTH ADVISORS, INC.

Latest 13F report
Q4 2022 - 11 Jan 2023
Value $
$189,668,000
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 $189,668,000 as of Q4 2022. Top holdings included VXUS, BSV, VCSH, SPY, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2022 67 $189,668,000 +$37,600,194 -$25,675,793 +$11,924,401 VXUS, BSV, VCSH, SPY, VTI 13F-HR 11 Jan 2023, 12:04
Q3 2022 66 $165,408,000 +$28,075,067 -$12,853,019 +$15,222,048 VXUS, BND, SPY, TIP, VTI 13F-HR 06 Oct 2022, 14:14
Q2 2022 70 $162,049,000 +$4,175,214 -$6,170,672 -$1,995,458 VXUS, SPY, VEA, VTI, REGL 13F-HR 08 Jul 2022, 10:45
Q1 2022 73 $188,672,000 +$10,261,929 -$10,400,682 -$138,753 VXUS, SPY, VTI, VEA, REGL 13F-HR 18 Apr 2022, 14:42
Q4 2021 72 $199,777,000 +$7,850,225 -$4,738,013 +$3,112,212 VXUS, SPY, VTI, HEZU, IWM 13F-HR 12 Jan 2022, 14:47
Q3 2021 66 $188,739,000 +$11,245,899 -$3,370,817 +$7,875,082 VXUS, SPY, VTI, VGIT, IWM 13F-HR 07 Oct 2021, 09:12
Q2 2021 68 $184,365,000 +$5,956,752 -$7,516,947 -$1,560,195 VXUS, SPY, VTI, VGIT, IWM 13F-HR 12 Jul 2021, 09:49
Q1 2021 69 $177,840,000 +$8,421,725 -$6,002,625 +$2,419,100 VXUS, SPY, VGIT, VTI, TOTL 13F-HR 08 Apr 2021, 10:25
Q4 2020 61 $168,569,000 +$14,911,664 -$2,844,576 +$12,067,088 VXUS, VGIT, SPY, VTI, TOTL 13F-HR 15 Jan 2021, 08:37
Q3 2020 53 $143,209,000 +$5,422,611 -$3,617,550 +$1,805,061 VXUS, VGIT, SPY, VTI, TOTL 13F-HR 05 Oct 2020, 12:07
Q2 2020 56 $136,134,000 +$13,833,390 -$3,871,573 +$9,961,817 VXUS, VGIT, SPY, VTI, TOTL 13F-HR 08 Jul 2020, 11:32
Q1 2020 51 $111,366,000 +$23,010,502 -$27,417,069 -$4,406,567 VXUS, VGIT, SPY, VTI, TOTL 13F-HR 06 Apr 2020, 15:45
Q4 2019 57 $139,300,000 +$3,005,409 -$9,791,259 -$6,785,850 VGIT, VXUS, IEFA, VEA, VTI 13F-HR 06 Jan 2020, 14:53
Q3 2019 54 $139,250,000 +$8,694,810 -$4,347,517 +$4,347,293 VGIT, IEFA, VXUS, VTI, TOTL 13F-HR 10 Oct 2019, 10:19
Q2 2019 54 $134,671,000 +$2,770,746 -$3,400,065 -$629,319 VGIT, IEFA, VTI, VXUS, TOTL 13F-HR 20 Aug 2019, 13:47
Q1 2019 51 $131,852,000 +$2,740,221 -$848,615 +$1,891,606 IEFA, VTI, VGIT, VXUS, TOTL 13F-HR 20 Aug 2019, 13:31
Q4 2018 49 $119,187,000 +$32,797,744 -$12,881,595 +$19,916,149 IEFA, VGIT, VTI, VXUS, TOTL 13F-HR 20 Aug 2019, 13:08
Q3 2018 55 $110,717,000 +$2,505,780 -$3,335,911 -$830,131 VTI, TOTL, VEA, VNQI, HEZU 13F-HR 21 Aug 2019, 11:15
Q2 2018 54 $109,450,000 +$8,175,492 -$3,778,523 +$4,396,969 TOTL, VTI, VEA, VNQI, BND 13F-HR 21 Aug 2019, 11:09
Q1 2018 53 $105,575,000 +$2,803,064 -$632,153 +$2,170,911 VEA, VTI, VNQI, BND, HEZU 13F-HR 21 Aug 2019, 11:04
Q4 2017 53 $104,357,000 $0 $0 $0 VEA, VTI, BND, HEZU, VNQI 13F-HR 21 Aug 2019, 10:49