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Vanguard Stocks - New Portfolio

Mo Wire

Vanguard Stocks
Individual Investor
Ranked #37,680 out of 781,084 TipRanks' Investors
Success Rate
70%
598 out of 855
profitable transactions
Average Return
30.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.20%
6-Month Return▲ 8.79%
12-Month Return▲ 25.14%
YTD Return▲ 3.00%
Total Return▲ 87.01%

Best Trade

Opened at
Closed at-
Gain▲ 560.28%

Bio

General Investments

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.47%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.16%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.41%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.28%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.84%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.82%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 3.00%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.47%
▲ 8.13%▲ 1.21%▲ 6.16%
▼ 13.14%▲ 2.34%▲ 2.41%
▲ 2.93%▲ 2.10%▲ 2.98%
▲ 10.00%▼ 0.89%▼ 1.28%
▲ 26.04%▲ 5.96%▲ 4.84%
▲ 5.93%▼ 2.41%▼ 4.82%
▲ 7.55%▲ 1.96%▲ 3.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
2.41%
▲ 2.05%
36
Buy
Jan 09, 2025
Innovative Industrial Properties
0%
▼ 7.24%
15
Sell
Jan 09, 2025
Johnson & Johnson
1.22%
▼ 0.21%
13
Buy
Jan 09, 2025
Alexandria Equities
0.75%
▲ 0.42%
10
Buy
Jan 09, 2025
Lincoln National
0.18%
▲ 10.49%
5
Buy
Jan 09, 2025
LyondellBasell
0.78%
▲ 2.18%
4
Buy
Jan 09, 2025
Schlumberger
0.16%
▲ 13.78%
2
Buy
Jan 09, 2025
NEOS S&P 500 High Income ETF
0.6%
▲ 6.07%
6
Buy
Dec 28, 2024
NETSTREIT
0.04%
▼ 1.47%
3
Buy
Dec 28, 2024
South Bow Corp
0.04%
▲ 2.73%
1
Open
Dec 28, 2024
Nvidia
2.28%
▲ 26.85%
10
Buy
Dec 18, 2024
W. P. Carey Inc.
1.07%
▼ 7.36%
28
Sell
Dec 17, 2024
Coca-Cola
1.33%
▲ 8.70%
20
Buy
Dec 17, 2024
Devon Energy
0.67%
▼ 4.46%
13
Buy
Dec 17, 2024
Rexford Industrial Realty
0.29%
▼ 5.32%
3
Buy
Dec 10, 2024
Toronto Dominion Bank
0.33%
▲ 8.45%
9
Sell
Dec 07, 2024
Pfizer
0.58%
▼ 0.50%
14
Buy
Dec 07, 2024
National Retail Properties
0.22%
▼ 7.77%
4
Buy
Dec 02, 2024
Roku
0.49%
▼ 16.18%
24
Buy
Nov 25, 2024
JPMorgan Equity Premium Income ETF
0.56%
▲ 22.51%
16
Sell
Nov 23, 2024