Vanguard Stocks - New Portfolio

Mo Wire

Vanguard Stocks
Individual Investor
Ranked #14,620 out of 757,311 TipRanks' Investors
Success Rate
79%
615 out of 776
profitable transactions
Average Return
28.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.64%
6-Month Return▲ 16.59%
12-Month Return▲ 27.33%
YTD Return▲ 19.35%
Total Return▲ 81.79%

Best Trade

Opened at
Closed at-
Gain▲ 479.19%

Bio

General Investments

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.87%
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%
▲ 1.47%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.16%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.46%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.53%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.87%
▲ 5.05%▲ 3.27%▲ 4.81%
▼ 12.40%▼ 4.03%▼ 2.17%
▲ 11.46%▲ 5.06%▲ 4.18%
▼ 2.25%▲ 3.53%▲ 1.47%
▲ 25.76%▲ 1.21%▲ 6.16%
▼ 4.21%▲ 2.34%▲ 2.46%
▲ 2.65%▼ 0.40%▲ 1.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lincoln National
0.18%
▼ 0.97%
4
Buy
Sep 17, 2024
Devon Energy
0.4%
▼ 5.80%
6
Buy
Sep 16, 2024
Net Lease Office Properties
▲ 49.72%
3
Close
Sep 16, 2024
Newtek Business
0.23%
▼ 6.48%
7
Buy
Sep 16, 2024
AT&T
8.72%
▲ 32.77%
15
Sell
Sep 10, 2024
Enterprise Products Partners
1.13%
▲ 42.95%
7
Buy
Sep 10, 2024
Enbridge
2.61%
▲ 17.89%
24
Buy
Sep 09, 2024
Alphabet Class C
5.87%
▲ 46.75%
33
Buy
Sep 05, 2024
Nuveen Municipal Credit Income Fund of Benef Interest
0.18%
▲ 2.40%
5
Buy
Sep 05, 2024
NEOS S&P 500 High Income ETF
0.6%
▲ 2.01%
4
Buy
Aug 26, 2024
Solventum Corporation
▲ 5.40%
4
Close
Aug 22, 2024
Amazon
8.29%
▲ 80.26%
24
Buy
Aug 06, 2024
Nvidia
1.88%
▲ 9.87%
8
Buy
Jul 31, 2024
National Retail Properties
0.14%
▲ 8.28%
2
Buy
Jul 31, 2024
British American Tobacco
2.75%
▲ 26.71%
29
Buy
Jul 26, 2024
Coca-Cola
1.54%
▲ 26.28%
18
Buy
Jul 26, 2024
3M
1.04%
▲ 56.49%
13
Sell
Jul 26, 2024
Meta Platforms
2.47%
▲ 215.62%
6
Buy
Jul 26, 2024
JPMorgan Equity Premium Income ETF
0.82%
▲ 20.02%
15
Sell
Jul 26, 2024
Alexandria Equities
0.47%
▲ 19.67%
5
Buy
Jul 25, 2024