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  Name: NEW ENGLAND GUILD WEALTH ADVISORS INC.
  City: AVON
  State: CT
  Zip: 06001
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $189,668,000
  Total Value Change : $24,260,000
  Securities Held Change : 1
   
All Securities Held : 67
  New Positions : 4
  Closed Positions : 4
  Increased Positions : 25
  Unchanged Positions : 13
  Decreased Positions : 25

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 2 New $76.21 $13,570,000 180,264 7.15% 13,570,000 180,264 0.034    Closed - End Fund - E...
   (MPW)1 Year Chart         MPW Medical Properties Trust Inc 38 New $4.78 $804,000 72,134 0.42% 804,000 72,134 0.013    REIT - Healthcare Fac...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 64 New $63.64 $226,000 4,003 0.12% 226,000 4,003 0.002    Closed - End Fund - E...
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 67 New $0.00 $202,000 1,803 0.11% 202,000 1,803 0.002    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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