tiprankstipranks

Vanguard Stocks - New Portfolio

Mo Wire

Vanguard Stocks
Individual Investor
Ranked #50,004 out of 775,913 TipRanks' Investors
Success Rate
67%
564 out of 845
profitable transactions
Average Return
27.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.97%
6-Month Return▲ 11.79%
12-Month Return▲ 20.03%
YTD Return▲ 19.31%
Total Return▲ 81.73%

Best Trade

Opened at
Closed at-
Gain▲ 530.62%

Bio

General Investments

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.18%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.47%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.16%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.41%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.84%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 5.03%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.18%
▼ 2.25%▲ 3.53%▲ 1.47%
▲ 25.71%▲ 1.21%▲ 6.16%
▼ 4.22%▲ 2.34%▲ 2.41%
▲ 7.82%▲ 2.10%▲ 2.98%
▲ 5.38%▼ 0.89%▼ 0.96%
▲ 43.22%▲ 5.96%▲ 4.84%
▼ 5.24%▼ 2.73%▼ 5.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
2.27%
▲ 24.08%
10
Buy
Dec 18, 2024
LyondellBasell
0.41%
▼ 4.00%
3
Buy
Dec 18, 2024
W. P. Carey Inc.
1.06%
▼ 11.20%
28
Sell
Dec 17, 2024
Coca-Cola
1.35%
▲ 8.42%
20
Buy
Dec 17, 2024
Johnson & Johnson
1.16%
▼ 2.24%
12
Buy
Dec 17, 2024
Alexandria Equities
0.59%
▼ 3.92%
9
Buy
Dec 17, 2024
Devon Energy
0.55%
▼ 22.53%
13
Buy
Dec 17, 2024
Rexford Industrial Realty
0.28%
▼ 8.69%
3
Buy
Dec 10, 2024
Toronto Dominion Bank
0.3%
▼ 3.80%
9
Sell
Dec 07, 2024
Pfizer
0.59%
▼ 0.27%
14
Buy
Dec 07, 2024
Realty Income
2.27%
▼ 1.81%
35
Buy
Dec 02, 2024
National Retail Properties
0.23%
▼ 7.13%
4
Buy
Dec 02, 2024
Roku
0.53%
▼ 14.62%
24
Buy
Nov 25, 2024
JPMorgan Equity Premium Income ETF
0.56%
▲ 21.05%
16
Sell
Nov 23, 2024
Alphabet Class C
6.85%
▲ 74.46%
34
Buy
Nov 21, 2024
Oneok
1.68%
▲ 86.64%
3
Sell
Nov 21, 2024
The Hershey Company
0.51%
▼ 2.43%
4
Buy
Nov 21, 2024
Verizon
2.31%
▲ 1.86%
31
Buy
Nov 15, 2024
Nuveen Municipal Credit Income Fund of Benef Interest
0.34%
▼ 1.85%
12
Buy
Nov 15, 2024
NETSTREIT
0.03%
▼ 7.11%
2
Buy
Nov 15, 2024