Transactions
10
Total transactions associated with this filer
Disclosed purchases
12
$35.0K – $175.0K
Average modeled return
+47.0%
5 modeled purchases
Average vs. S&P 500
-54.8%
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↑↓ |
|---|---|---|---|---|---|---|
| SCHD | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SCHD | Apr 12, 2021 | Feb 9, 2024 | +13.3% | +20.3% | -7.0% |
| LARCX | ranSactionS iD owner asset transaction type notification Date amount cap. gains > LARCX | Mar 30, 2021 | Mar 21, 2025 | +21.9% | +37.6% | -15.6% |
| VEA | ranSactionS iD owner asset transaction type notification Date amount cap. gains > VEA | Apr 19, 2021 | Sep 21, 2026 | +66.5% | +100.3% | -33.8% |
| GOVT | F IlING S TATuS : New S ubHOldING O F : Merrill Edge Guided Investing Tra ditional IRAISHARES u.S. Treasury bond ETF (GOVT) | Aug 15, 2017 | Sep 18, 2026 | +8.1% | +88.9% | -80.8% |
| VEA | F IlING S TATuS : New S ubHOldING O F : Merrill Edge Guided Investing Tra ditional IRAVanguard FTSE developed M arkets ETF(VEA) | Aug 15, 2017 | Sep 21, 2026 | +125.1% | +261.6% | -136.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 10 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| IRA | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Principal Trust Company 401K L OCATION : US SP Millennium Trust Company Traditional IRA | May 4, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| VEA | ranSactionS iD owner asset transaction type notification Date amount cap. gains > VEA | Apr 19, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SCHD | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SCHD | Apr 12, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| LARCX | ranSactionS iD owner asset transaction type notification Date amount cap. gains > LARCX | Mar 30, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SDY | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT SPDR S&P Dividend ETF (SDY) | Feb 12, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| VNQ | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Merrill Edge Investment account-Non Retirement JT Vanguard Real Estate ETF (VNQ) | Aug 21, 2018 | Sale | $15.0K – $50.0K | Filing ↗ |
| VEA | F IlING S TATuS : New S ubHOldING O F : Merrill Edge Guided Investing Tra ditional IRAVanguard FTSE developed M arkets ETF(VEA) | Aug 15, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOVT | F IlING S TATuS : New S ubHOldING O F : Merrill Edge Guided Investing Tra ditional IRAISHARES u.S. Treasury bond ETF (GOVT) | Aug 15, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SEC | F IlING S TATuS : New S ubHOldING O F : Merrill Edge Guided Investing Tra ditional IRAl OCATION : uS Vanguard Mortgage-backed SEC | Aug 15, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
| C | F ILINg S TaTUS : New S UBHoLDINg o F : Merrill Edge Investment account-Retirement L oCaTIoN : US D ESCRIPTIoN : Closure of Merrill Edge investment retirem ent account and rollover of asset into Merrill Edge guidedInvesting account Traditional IRa Lord abbett Floating R ate Fund Class C | Aug 15, 2017 | Purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076550 | 34 | 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.