• 13F History

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 -$24.4M +$13.2M VXUS, BSV, VCSH, SPY, VTI 13F-HR 1/11/2023, 11:04 AM
Q3 2022 66 $165M +$28.1M -$11.5M +$16.6M VXUS, BND, SPY, TIP, VTI 13F-HR 10/6/2022, 02:14 PM
Q2 2022 70 $162M +$4.18M -$4.76M -$585K VXUS, SPY, VEA, VTI, REGL 13F-HR 7/8/2022, 10:45 AM
Q1 2022 73 $189M +$10.3M -$8.23M +$2.03M 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, 01:47 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 -$7.5M -$1.54M 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, 07:37 AM
Q3 2020 53 $140M +$5.12M -$2.84M +$2.27M VXUS, VGIT, SPY, VTI, TOTL 13F-HR 10/5/2020, 12:07 PM
Q2 2020 56 $136M +$13.8M -$3.33M +$10.5M VXUS, VGIT, SPY, VTI, TOTL 13F-HR 7/8/2020, 11:32 AM
Q1 2020 51 $111M +$23M -$23.3M -$272K 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, 01:53 PM
Q3 2019 54 $139M +$8.69M -$3.92M +$4.77M VGIT, IEFA, VXUS, VTI, TOTL 13F-HR 10/10/2019, 10:19 AM
Q2 2019 54 $135M +$2.89M -$3.29M -$395K VGIT, IEFA, VTI, VXUS, TOTL 13F-HR 8/20/2019, 01:47 PM
Q1 2019 50 $132M +$2.74M -$849K +$1.89M IEFA, VTI, VGIT, VXUS, TOTL 13F-HR 8/20/2019, 01:31 PM
Q4 2018 48 $119M +$32.8M -$10.5M +$22.3M IEFA, VGIT, VTI, VXUS, TOTL 13F-HR 8/20/2019, 01:08 PM
Q3 2018 54 $111M +$2.51M -$3.13M -$626K VTI, TOTL, VEA, VNQI, HEZU 13F-HR 8/21/2019, 11:15 AM
Q2 2018 53 $109M +$8.18M -$3.56M +$4.61M TOTL, VTI, VEA, VNQI, BND 13F-HR 8/21/2019, 11:09 AM
Q1 2018 52 $106M +$2.8M -$410K +$2.39M VEA, VTI, VNQI, BND, HEZU 13F-HR 8/21/2019, 11:04 AM
Q4 2017 52 $104M VEA, VTI, BND, HEZU, VNQI 13F-HR 8/21/2019, 10:49 AM