Vanguard Stocks - New Portfolio

Mo Wire

Vanguard Stocks
Individual Investor
Ranked #20,662 out of 794,370 TipRanks' Investors
Success Rate
74%
636 out of 855
profitable transactions
Average Return
29.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.43%
6-Month Return▲ 2.92%
12-Month Return▲ 20.41%
YTD Return▲ 3.68%
Total Return▲ 88.70%

Best Trade

Opened at
Closed at-
Gain▲ 529.76%

Bio

General Investments

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.21%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.84%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.65%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.88%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.41%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.02%
Mar 2025
▲ 1.35%
▲ 0.92%
▲ 0.44%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.98%
▲ 10.00%▼ 0.89%▼ 1.21%
▲ 26.01%▲ 5.96%▲ 4.84%
▲ 5.33%▼ 2.41%▼ 4.65%
▲ 5.87%▲ 2.69%▲ 3.88%
▼ 12.86%▼ 1.27%▲ 1.41%
▼ 1.80%▼ 5.57%▼ 2.02%
▲ 1.35%▲ 0.92%▲ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
2.57%
▲ 8.09%
36
Buy
Jan 09, 2025
Innovative Industrial Properties
0%
▼ 20.70%
15
Sell
Jan 09, 2025
Johnson & Johnson
1.31%
▲ 6.29%
13
Buy
Jan 09, 2025
Alexandria Equities
0.69%
▼ 7.64%
10
Buy
Jan 09, 2025
Lincoln National
0.21%
▲ 24.30%
5
Buy
Jan 09, 2025
LyondellBasell
0.73%
▼ 4.96%
4
Buy
Jan 09, 2025
Schlumberger
0.16%
▲ 10.92%
2
Buy
Jan 09, 2025
NEOS S&P 500 High Income ETF
0.57%
▲ 2.05%
6
Buy
Dec 28, 2024
NETSTREIT
0.04%
▲ 7.61%
3
Buy
Dec 28, 2024
South Bow Corp
0.05%
▲ 12.28%
1
Open
Dec 28, 2024
Nvidia
1.86%
▲ 1.72%
10
Buy
Dec 18, 2024
W. P. Carey Inc.
1.23%
▲ 5.04%
28
Sell
Dec 17, 2024
Coca-Cola
1.54%
▲ 25.45%
20
Buy
Dec 17, 2024
Devon Energy
0.68%
▼ 3.85%
13
Buy
Dec 17, 2024
Rexford Industrial Realty
0.29%
▼ 3.27%
3
Buy
Dec 10, 2024
Toronto Dominion Bank
0.35%
▲ 12.98%
9
Sell
Dec 07, 2024
Pfizer
0.55%
▼ 5.01%
14
Buy
Dec 07, 2024
National Retail Properties
0.24%
▼ 1.24%
4
Buy
Dec 02, 2024
Roku
0.47%
▼ 17.67%
24
Buy
Nov 25, 2024
JPMorgan Equity Premium Income ETF
0.55%
▲ 21.56%
16
Sell
Nov 23, 2024