Transactions
64
Total transactions associated with this filer
Disclosed purchases
36
$0 – $0
Average modeled return
+181.2%
22 modeled purchases
Average vs. S&P 500
+66.9%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| QQQ | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise IRA 3851 PowerShares QQQ Trust, Series 1 (QQQ) | Jan 29, 2016 | Sep 21, 2026 | +664.6% | +374.4% | +290.1% |
| RWL | F ILINg S TATUS : New S UBHOLdINg O F : Ameriprise Financial 7802 LMP Capital and Income Fund Inc. (SCd) S 08/5/2015 08/5/2015 $15,001 - $50,000 F ILINg S TATUS : New S UBHOLdINg O F : Ameriprise Financial IRA 3851 SP LMP Capital and Income Fund Inc. (SCd) S 08/5/2015 08/5/2015 $1,001 - $15,000 F ILINg S TATUS : New S UBHOLdINg O F : Ameriprise Financial IRA 5494 JT Oppenheimer Large C ap Revenue ETF(RWL) P 06/3/2015 06/3/2015 $1,001 - $15,000 F ILINg S TATUS : New S UBHOLdINg O F : Ameriprise Financial 9039 JT Oppenheimer Ultra dividend Revenue ETF (RdIV) | Mar 30, 2015 | Sep 18, 2026 | +280.2% | +88.9% | +191.4% |
| — | F ILINg S TaTUS : New S UBHoLdINg o F : american Enterprise 9039 JT Vanguard Mid-Cap ETF - dNQ (Vo) | Feb 10, 2016 | Sep 18, 2026 | +256.4% | +88.9% | +167.5% |
| VB | F ILINg S TaTUS : New S UBHoLdINg o F : american Enterprise 9039 JT Vanguard Small-Cap ETF - dNQ (VB) | Feb 10, 2016 | Sep 18, 2026 | +251.6% | +88.9% | +162.7% |
| VYM | iD owner asset transaction type notification Date amount F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 7802 JT Vanguard High dividend Yield ETF - dNQ (VYM) | Jan 29, 2016 | Sep 18, 2026 | +239.7% | +88.9% | +150.9% |
| VO | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 9039 JT Vanguard Mid-Cap ETF - dNQ (VO) | Jan 29, 2016 | Sep 18, 2026 | +238.9% | +88.9% | +150.0% |
| VO | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 9039 Vanguard Mid-Cap ETF - dNQ (VO) | Jan 29, 2016 | Sep 18, 2026 | +238.9% | +88.9% | +150.0% |
| VYM | F ILINg S TATUS : New S UBHOLdINg O F : Ameriprise Financial IRA 5494 Vanguard High dividend Yield ETF - dNQ (VYM) | Dec 18, 2015 | Sep 18, 2026 | +236.9% | +88.9% | +148.1% |
| VYM | F ILINg S TATUS : New S UBHOLdINg O F : Ameriprise Financial 7802 SP Vanguard High dividend Yield ETF - dNQ (VYM) | Dec 18, 2015 | Sep 18, 2026 | +236.9% | +88.9% | +148.1% |
| VB | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise IRA 5494 JT Vanguard Small-Cap ETF - dNQ (VB) | Jan 29, 2016 | Sep 18, 2026 | +230.1% | +88.9% | +141.3% |
| VB | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 9039 Vanguard Small-Cap ETF - dNQ (VB) | Jan 29, 2016 | Sep 18, 2026 | +230.1% | +88.9% | +141.3% |
| VYM | F ILINg S TATUS : New S UBHOLdINg O F : Ameriprise Financial 9039 JT Vanguard Financials ETF - dNQ (VFH) P 12/4/2015 12/4/2015 $1,001 - $15,000 F ILINg S TATUS : New S UBHOLdINg O F : Ameriprise Financial 7802 JT Vanguard High dividend Yield ETF - dNQ (VYM) | Dec 28, 2015 | Sep 18, 2026 | +228.1% | +88.9% | +139.2% |
| VXUS | F ILINg S TaTUS : New S UBHoLdINg o F : american Enterprise 9039 JT Vanguard Total International Stock ETF (VXUS) | Feb 18, 2016 | Sep 18, 2026 | +180.5% | +88.9% | +91.6% |
| VCIT | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 9039 SP Vanguard Intermed iate-Term CorporateBond ETF (VCIT) | Jan 29, 2016 | Sep 18, 2026 | +38.2% | +88.9% | -50.6% |
| VCIT | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise IRA 5494 JT Vanguard Intermed iate-Term CorporateBond ETF (VCIT) | Jan 29, 2016 | Sep 18, 2026 | +38.2% | +88.9% | -50.6% |
| VCIT | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 7802 Vanguard Intermed iate-Term CorporateBond ETF (VCIT) | Jan 29, 2016 | Sep 18, 2026 | +38.2% | +88.9% | -50.6% |
| VCIT | F ILINg S TaTUS : New S UBHoLdINg o F : american Enterprise 9039 JT Vanguard Intermed iate-Term CorporateBond ETF (VCIT) | Feb 18, 2016 | Sep 18, 2026 | +38.1% | +88.9% | -50.8% |
| VCSH | F ILINg S TaTUS : New S UBHoLdINg o F : american Enterprise 7802 JT Vanguard Short-Term Corporate Bo ndETF (VCSH) | Feb 18, 2016 | Sep 18, 2026 | +33.1% | +88.9% | -55.7% |
| VCSH | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise IRA 3851 JT Vanguard Short-Term Corporate Bo ndETF (VCSH) | Jan 29, 2016 | Sep 18, 2026 | +33.0% | +88.9% | -55.9% |
| VCSH | iD owner asset transaction type notification Date amount F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise IRA 3851 Vanguard Short-Term Corporate Bo ndETF (VCSH) | Jan 29, 2016 | Sep 18, 2026 | +33.0% | +88.9% | -55.9% |
| VCSH | F ILINg S TATUS : New S UBHOLdINg O F : American Enterprise 7802 SP Vanguard Short-Term Corporate Bo ndETF (VCSH) | Jan 29, 2016 | Sep 18, 2026 | +33.0% | +88.9% | -55.9% |
| XLV | F ILINg S TATUS : New S UBHOLdINg O F : Ameriprise Financial 9039 JT SPdR Select Sector Fund - Health C are(XLV) | Jan 27, 2015 | Sep 21, 2026 | +189.0% | +362.7% | -173.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 64 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ENBP | ENB FINANCIAL CORP PA (ENBP) | Apr 23, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PRU | F S : New S O : Sale of Spouse Inherited Assets Prudential Financial, Inc. Common Stock (PRU) | Apr 23, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FULT | F S : New S O : Sale of Spouse Inherited Assets Fulton Financial Corporation - Common Stock (FULT) | Apr 23, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| WFC | F S : New S O : Sale of Spouse Inherited Assets Wells Fargo & Company Common Stock (WFC) | Apr 23, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| VZ | Verizon Communications Inc. Common Stock (VZ) | Apr 23, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| TFC | F S : New S O : Sale of Spouse Inherited Assets Truist Financial Corporation Common Stock (TFC) | Apr 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FULT | F S : New S O : Sale of Spouse Inherited Assets Fulton Financial Corporation - Common Stock (FULT) | Apr 17, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| FULT | F S : New S O : Sale of Spouse Inherited Assets Fulton Financial Corporation - Common Stock (FULT) | Apr 17, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| AAPL | g fedcbF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Apple Inc. (AAPL) | Oct 9, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Apple Inc. (AAPL) | Jul 22, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| ATVI | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Activision blizzard, Inc (ATVI) | Jan 21, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| ATVI | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Activision blizzard, Inc (ATVI) | Dec 3, 2019 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Apple Inc. (AAPL) | Dec 2, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Filing ID #20014943 Apple Inc. (AAPL) | Oct 31, 2019 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Apple Inc. (AAPL) | Oct 14, 2019 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Apple Inc. (AAPL) | Oct 14, 2019 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Apple Inc. (AAPL) | Sep 3, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Apple Inc. (AAPL) | Jul 31, 2019 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Apple Inc. (AAPL) | Jul 2, 2019 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Apple Inc. (AAPL) | Jun 3, 2019 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Apple Inc. (AAPL) | May 1, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Apple Inc. (AAPL) | Apr 5, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : TDAMERITRADE IRA Apple Inc. (AAPL) | Mar 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| ATVI | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Activision blizzard, Inc (ATVI) | Sep 6, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | F ILINg s TATus : New s uBHoLDINg o F : LPL 2259-5364 Berkshire Hathaw ay Inc. New (BRK.B) | Oct 28, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077933 | 6 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.