Total Trades
77
Est. Volume
$43.6M
Last Trade
Jul 1, 2026
+$175K
−$1K
+$176K
29%
5/17 trades
17
$721K bought
13 sales had no earlier recorded purchase and are excluded from realized P&L and win rate.
Ticker | Shares | Price | MktMkt Val | Real.Est. Realized | Unrl.Est. Unrealized | ||
|---|---|---|---|---|---|---|---|
 VTIVanguard Total Stock Market Index Fund ETF Class Shares | 1,515 | $274.06 | $361.93 | $548K | −$190 | +$133K+32.1% | 69.9% |
 VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | 390 | $185.28 | $243.34 | $95K | −$239 | +$23K+31.3% | 12.1% |
 VWOVanguard Emerging Markets Stock Index Fund ETF Shares | 1,170 | $41.46 | $55.29 | $65K | - | +$16K+33.4% | 8.3% |
 VTEBVanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | 480 | $49.97 | $49.24 | $24K | $0 | −$349-1.5% | 3.0% |
 DGROiShares Core Dividend Growth ETF (DGRO) | 247 | $64.74 | $79.80 | $20K | - | +$4K+23.3% | 2.5% |
 MUBiShares National Muni Bond ETF (MUB) | 153 | $104.41 | $104.91 | $16K | −$58 | +$76+0.5% | 2.0% |
 VNQVanguard Real Estate Index Fund ETF Shares | 95 | $84.55 | $95.73 | $9K | - | +$1K+13.2% | 1.2% |
 LQDiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 74 | $108.55 | $104.53 | $8K | - | −$296-3.7% | 1.0% |
 ITOTiShares Core S&P Total US Stock Market ETF | - | - | $160.54 | - | −$693 | - | - |
 SCHPSchwab US TIPS ETF | - | No buy on record | $25.60 | - | - | - | - |
| Total | $784K | −$1K | +$176K | 100% |
1-10 of 11 tickers
Ticker | Asset | Type | Amount | Price | Trade Date | Disclosed | Delay | Owner | Filing |
|---|---|---|---|---|---|---|---|---|---|
