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Vanguard ETF & Mutual F - New Portfolio

Vanguard ETF & Mutual F
Individual Investor
Ranked #7,504 out of 788,370 TipRanks' Investors
Success Rate
96%
79 out of 82
profitable transactions
Average Return
17.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.09%
6-Month Return▲ 6.47%
12-Month Return▲ 17.14%
YTD Return▲ 5.28%
Total Return▲ 26.05%

Best Trade

Opened at
Closed at-
Gain▲ 61.41%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.41%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.00%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.80%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 2.67%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.23%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.84%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.39%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.41%
▼ 13.14%▲ 2.34%▲ 2.65%
▲ 2.93%▲ 2.10%▲ 2.00%
▲ 9.99%▼ 0.89%▼ 1.80%
▲ 26.03%▲ 5.96%▲ 2.67%
▲ 5.97%▼ 2.41%▼ 3.23%
▲ 5.25%▲ 2.69%▲ 3.84%
▼ 9.08%▲ 1.42%▲ 1.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Equity Premium Income ETF
5.26%
▲ 4.06%
1
Open
Sep 11, 2024
Vanguard Financials ETF
5.79%
▲ 37.49%
5
Buy
Jul 11, 2024
Vanguard FTSE Europe ETF
6.22%
▲ 15.49%
5
Buy
Jul 11, 2024
Vanguard High Dividend Yield Index Fund Admiral Shares
30.15%
▲ 20.87%
6
Buy
Jul 11, 2024
Vanguard Value Index Fd Admiral Shs
4.73%
▲ 20.92%
5
Buy
Jul 11, 2024
Vanguard International High Dividend Yield ETF
3.74%
▲ 16.22%
5
Buy
Jul 11, 2024
Vanguard High Dividend Yield Index ETF
12.93%
▲ 21.94%
5
Buy
Jul 11, 2024
Vanguard FTSE All-World ex-US Index Fund
5.47%
▲ 14.77%
5
Buy
Jul 11, 2024
Vanguard Short-Term Inflation-Protected Securities ETF
2.54%
▲ 6.88%
5
Buy
Jul 11, 2024
Vanguard Utilities ETF
1.66%
▲ 24.53%
5
Buy
Jul 11, 2024
Vanguard Growth ETF
0.74%
▲ 26.82%
5
Buy
Jul 11, 2024
Vanguard 500 Index Fd Admiral Shs
1.17%
▲ 18.16%
3
Buy
Jul 11, 2024
Vanguard FTSE All-World ex-US Index Fd Admiral
3.07%
▲ 7.98%
3
Buy
Jul 11, 2024
Vanguard Short-Term Inflation-Protected Securities Index Fd Admiral Cl
▲ 3.77%
3
Close
Apr 14, 2024
Vanguard Windsor Fund
▲ 8.29%
4
Close
Apr 14, 2024
Vanguard Specialized Portfolios Energy Fund
▲ 13.05%
2
Close
Apr 10, 2024
Vanguard Windsor II Fund
▲ 29.74%
2
Close
Apr 10, 2024
Vanguard Total Bond Market ETF
1.64%
▲ 4.42%
4
Buy
Apr 10, 2024
Vanguard Small Cap Index Fd Admiral Shs
0.91%
▲ 25.96%
2
Buy
Feb 03, 2024
Vanguard Target Retirement 2060 Fund
4%
▲ 25.85%
3
Buy
Feb 03, 2024