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Vanguard Stocks - New Portfolio

Mo Wire

Vanguard Stocks
Individual Investor
Ranked #20,067 out of 747,525 TipRanks' Investors
Success Rate
76%
562 out of 737
profitable transactions
Average Return
24.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.72%
6-Month Return▲ 14.61%
12-Month Return▲ 17.25%
YTD Return▲ 12.82%
Total Return▲ 71.84%

Best Trade

Opened at
Closed at-
Gain▲ 412.85%

Bio

General Investments

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.12%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.18%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.41%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.84%
▼ 1.87%▲ 1.59%▼ 2.12%
▲ 14.08%▲ 5.22%▲ 1.88%
▲ 5.05%▲ 3.27%▲ 4.81%
▼ 12.40%▼ 4.03%▼ 2.17%
▲ 11.46%▲ 5.06%▲ 4.18%
▼ 2.25%▲ 3.53%▲ 1.45%
▲ 25.65%▲ 0.88%▲ 4.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
2.41%
▲ 6.92%
28
Buy
Jul 19, 2024
Realty Income
2.34%
▲ 4.92%
33
Buy
Jul 18, 2024
Amazon
8.35%
▲ 79.85%
23
Buy
Jul 18, 2024
Alphabet Class C
6.55%
▲ 70.92%
29
Buy
Jul 18, 2024
Nvidia
1.63%
▲ 18.07%
6
Buy
Jul 18, 2024
Essential Properties Realty
0.13%
▲ 9.26%
3
Buy
Jul 18, 2024
Walmart
▲ 70.80%
4
Close
Jul 11, 2024
Johnson & Johnson
1.25%
▲ 3.35%
9
Buy
Jul 11, 2024
Pfizer
0.61%
▲ 9.52%
10
Buy
Jul 11, 2024
Solventum Corporation
0.02%
▼ 3.72%
2
Sell
Jul 11, 2024
Lincoln National
0.06%
▼ 0.13%
1
Open
Jul 11, 2024
Comcast
0.08%
▲ 5.23%
1
Open
Jun 25, 2024
W. P. Carey Inc.
1.21%
▼ 5.47%
24
Buy
Jun 17, 2024
Enbridge
2.45%
▲ 5.23%
23
Buy
Jun 08, 2024
British American Tobacco
2.42%
▲ 11.65%
28
Buy
Jun 06, 2024
Schwab US Dividend Equity ETF
3.05%
▲ 15.94%
22
Sell
Jun 06, 2024
VICI Properties
1.39%
▲ 10.88%
14
Buy
Jun 01, 2024
Tesla
2.91%
▲ 31.34%
18
Sell
Jun 01, 2024
HASI
1.56%
▲ 31.10%
15
Buy
Jun 01, 2024
American Tower
1.96%
▲ 21.50%
11
Buy
Jun 01, 2024