Total Purchases (max)
$1.0M
Total Sales (max)
$90K
Net Portfolio Value
$945K
12 active positions of 49 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | — | $215K | — | $215K | 4 | 22.8% | |
| 2 | VCSH | $130K | — | $130K | 4 | 13.8% | |
| 3 | VCIT | $130K | $15K | $115K | 5 | 12.2% | |
| 4 | MGK | $145K | $30K | $115K | 7 | 12.2% | |
| 5 | VYM | $95K | $15K | $80K | 5 | 8.5% | |
| 6 | QQQ | $80K | $15K | $65K | 4 | 6.9% | |
| 7 | AMZN | $50K | — | $50K | 1 | 5.3% | |
| 8 | — | $50K | — | $50K | 1 | 5.3% | |
| 9 | SPY | $50K | — | $50K | 1 | 5.3% | |
| 10 | VB | $45K | $15K | $30K | 4 | 3.2% | |
| 11 | VO | $30K | — | $30K | 2 | 3.2% | |
| 12 | VXUS | $15K | — | $15K | 1 | 1.6% | |
| 13 | BRK.B | $15K | $15K | $0 | 2 | — | |
| 14 | — | — | — | $0 | 3 | — | |
| 15 | — | — | — | $0 | 3 | — | |
| 16 | — | — | — | $0 | 3 | — | |
| 17 | — | — | — | $0 | 3 | — | |
| 18 | — | — | — | $0 | 3 | — | |
| 19 | — | — | — | $0 | 3 | — | |
| 20 | — | $15K | $15K | $0 | 2 | — | |
| 21 | PKW | $65K | $65K | $0 | 4 | — | |
| 22 | XLV | $15K | $15K | $0 | 2 | — | |
| 23 | IYLD | $50K | $50K | $0 | 2 | — | |
| 24 | — | — | $15K | -$15K | 1 | — | |
| 25 | — | — | $15K | -$15K | 4 | — | |
| 26 | CWGL | — | $15K | -$15K | 1 | — | |
| 27 | LUK | — | $15K | -$15K | 1 | — | |
| 28 | CL | — | $15K | -$15K | 1 | — | |
| 29 | VXF | — | $15K | -$15K | 1 | — | |
| 30 | HYI | — | $15K | -$15K | 1 | — | |
| 31 | RDIV | $15K | $30K | -$15K | 3 | — | |
| 32 | BCE | — | $15K | -$15K | 1 | — | |
| 33 | COP | — | $15K | -$15K | 1 | — | |
| 34 | AMLP | — | $15K | -$15K | 1 | — | |
| 35 | IXP | — | $15K | -$15K | 1 | — | |
| 36 | KMI | — | $30K | -$30K | 2 | — | |
| 37 | TDIV | $45K | $80K | -$35K | 6 | — | |
| 38 | — | — | $45K | -$45K | 3 | — | |
| 39 | VFH | $15K | $60K | -$45K | 5 | — | |
| 40 | DIA | $65K | $115K | -$50K | 5 | — | |
| 41 | SDY | $15K | $65K | -$50K | 3 | — | |
| 42 | — | — | $50K | -$50K | 1 | — | |
| 43 | — | — | $60K | -$60K | 4 | — | |
| 44 | AAPL | — | $65K | -$65K | 2 | — | |
| 45 | RWL | $15K | $80K | -$65K | 4 | — | |
| 46 | DTN | — | $65K | -$65K | 2 | — | |
| 47 | SCD | — | $65K | -$65K | 2 | — | |
| 48 | — | — | $95K | -$95K | 4 | — | |
| 49 | — | — | $130K | -$130K | 4 | — |