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Vanguard ETF & Mutual F - New Portfolio

Vanguard ETF & Mutual F
Individual Investor
Ranked #5,976 out of 790,321 TipRanks' Investors
Success Rate
96%
79 out of 82
profitable transactions
Average Return
16.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.45%
6-Month Return▲ 6.11%
12-Month Return▲ 14.14%
YTD Return▲ 4.16%
Total Return▲ 24.71%

Best Trade

Opened at
Closed at-
Gain▲ 60.43%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.00%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.80%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.68%
Nov 2024
▲ 5.95%
▼ 2.41%
▼ 3.23%
Dec 2024
▲ 5.24%
▲ 2.69%
▲ 3.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.46%
Feb 2025
▲ 11.19%
▼ 2.91%
▼ 0.94%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.65%
▲ 2.93%▲ 2.10%▲ 2.00%
▲ 10.01%▼ 0.89%▼ 1.80%
▲ 26.01%▲ 5.96%▲ 2.68%
▲ 5.95%▼ 2.41%▼ 3.23%
▲ 5.24%▲ 2.69%▲ 3.63%
▼ 12.86%▼ 1.27%▲ 1.46%
▲ 11.19%▼ 2.91%▼ 0.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Equity Premium Income ETF
5.25%
▲ 3.15%
1
Open
Sep 11, 2024
Vanguard Financials ETF
5.76%
▲ 34.40%
5
Buy
Jul 11, 2024
Vanguard FTSE Europe ETF
6.45%
▲ 17.67%
5
Buy
Jul 11, 2024
Vanguard High Dividend Yield Index Fund Admiral Shares
29.91%
▲ 17.84%
6
Buy
Jul 11, 2024
Vanguard Value Index Fd Admiral Shs
4.72%
▲ 18.59%
5
Buy
Jul 11, 2024
Vanguard International High Dividend Yield ETF
3.84%
▲ 17.20%
5
Buy
Jul 11, 2024
Vanguard High Dividend Yield Index ETF
12.82%
▲ 18.89%
5
Buy
Jul 11, 2024
Vanguard FTSE All-World ex-US Index Fund
5.52%
▲ 13.89%
5
Buy
Jul 11, 2024
Vanguard Short-Term Inflation-Protected Securities ETF
2.6%
▲ 7.69%
5
Buy
Jul 11, 2024
Vanguard Utilities ETF
1.65%
▲ 21.55%
5
Buy
Jul 11, 2024
Vanguard Growth ETF
0.72%
▲ 19.94%
5
Buy
Jul 11, 2024
Vanguard 500 Index Fd Admiral Shs
1.15%
▲ 13.58%
3
Buy
Jul 11, 2024
Vanguard FTSE All-World ex-US Index Fd Admiral
3.1%
▲ 7.24%
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
1.68%
▲ 5.99%
4
Buy
Apr 10, 2024
Vanguard Small Cap Index Fd Admiral Shs
▲ 20.10%
2
Buy
Feb 03, 2024
Vanguard Target Retirement 2060 Fund
3.97%
▲ 22.84%
3
Buy
Feb 03, 2024