New England Guild Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

New England Guild Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$523K	Buy	1,490 +835	+127%	+$295K	0.28%	46
2022 Q3	$215K	Hold	655	–	–	0.13%	65
2022 Q2	$227K	Sell	655 -195	-23%	-$73.5K	0.14%	66
2022 Q1	$353K	Buy	850 +263	+45%	+$108K	0.19%	55
2021 Q4	$256K	Hold	587	–	–	0.13%	64
2021 Q3	$232K	Buy	587 +31	+6%	+$12.6K	0.12%	62
2021 Q2	$219K	Sell	556 -62	-10%	-$23.8K	0.12%	62
2021 Q1	$225K	Hold	618	–	–	0.13%	61
2020 Q4	$212K	Buy	+618	New	+$201K	0.13%	58
2020 Q3	–	Sell	-925	Closed	-$262K	–	56
2020 Q2	$262K	Hold	925	–	–	0.19%	45
2020 Q1	$219K	Sell	925 -206	-18%	-$57.7K	0.2%	45
2019 Q4	$335K	Buy	+1,131	New	+$320K	0.24%	47

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

New England Guild Wealth Advisors's VOO Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 127% in Q4 2022, buying an estimated $295K and bringing the position to 1,490 shares worth $523K. The position accounts for 0.28% of the portfolio, ranked #46.

New England Guild Wealth Advisors first reported a position in VOO in Q4 2019 and has held it in 12 quarters since. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

New England Guild Wealth Advisors held 1,490 shares of Vanguard S&P 500 ETF worth $523K as of Q4 2022.
New England Guild Wealth Advisors bought 835 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $295K.
Vanguard S&P 500 ETF made up 0.28% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #46 holding.
New England Guild Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 12 quarters since.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.