Vanguard Stocks - New Portfolio

Mo Wire

Vanguard Stocks
Individual Investor
Ranked #21,085 out of 764,406 TipRanks' Investors
Success Rate
76%
615 out of 807
profitable transactions
Average Return
27.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.24%
6-Month Return▲ 17.40%
12-Month Return▲ 38.04%
YTD Return▲ 20.39%
Total Return▲ 83.38%

Best Trade

Opened at
Closed at-
Gain▲ 511.09%

Bio

General Investments

Performance

25.72%0-25.72%
▲ 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%
▲ 1.47%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.16%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.55%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 4.81%
▼ 12.40%▼ 4.03%▼ 2.17%
▲ 11.46%▲ 5.06%▲ 4.18%
▼ 2.25%▲ 3.53%▲ 1.47%
▲ 25.72%▲ 1.21%▲ 6.16%
▼ 4.21%▲ 2.34%▲ 2.46%
▲ 7.82%▲ 2.10%▲ 2.98%
▲ 6.02%▼ 0.89%▼ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Roku
0.25%
▼ 24.76%
22
Buy
Nov 01, 2024
Iron Mountain
1.28%
▲ 184.09%
7
Sell
Oct 30, 2024
Devon Energy
0.6%
▼ 5.66%
11
Buy
Oct 29, 2024
Nuveen Municipal Credit Income Fund of Benef Interest
0.34%
▲ 0.26%
11
Buy
Oct 29, 2024
AbbVie
2.36%
▲ 108.45%
9
Sell
Oct 25, 2024
W. P. Carey Inc.
1.17%
▼ 9.29%
26
Buy
Oct 23, 2024
Brookfield Asset Management Ltd. Class A
0.32%
▲ 62.82%
13
Buy
Oct 23, 2024
TC Energy
0.45%
▲ 31.82%
7
Buy
Oct 23, 2024
NEOS S&P 500 High Income ETF
0.6%
▲ 2.69%
5
Buy
Oct 23, 2024
Franklin Resources
0.16%
▲ 3.70%
6
Buy
Oct 23, 2024
Toronto Dominion Bank
0.54%
▲ 1.76%
8
Buy
Oct 16, 2024
British American Tobacco
2.7%
▲ 17.97%
31
Buy
Oct 08, 2024
Halliburton
1.6%
▲ 26.85%
28
Sell
Oct 08, 2024
Verizon
2.39%
▲ 7.50%
30
Buy
Oct 08, 2024
Newtek Business
0.3%
▲ 5.22%
9
Buy
Oct 08, 2024
NETSTREIT
0.01%
▲ 0.39%
1
Open
Oct 08, 2024
AT&T
8.81%
▲ 37.72%
16
Sell
Oct 02, 2024
Coca-Cola
1.43%
▲ 13.74%
19
Buy
Oct 02, 2024
Pfizer
0.55%
▲ 4.18%
11
Buy
Sep 27, 2024
Lincoln National
0.19%
▲ 13.50%
4
Buy
Sep 17, 2024