Contribution History
Last 6 months of activity
+12% vs last month
Upcoming
May 25, 2024$1,000 scheduledAuto-Save Plan
AcceleratedRecurring weeklyProjected FinishOctober 2024
Monthly Average$1,250
Top ContributorAuto-Transfer
Q2 Dividend Income
Quarterly dividend payouts across your portfolio holdings.
Vanguard VIG
450 Shares
S&P 500 VOO
112 Shares
Apple AAPL
85 Shares
Realty Income
320 Shares
Dollar-Cost Averaging
A strategy for building wealth over time.
Over time, this smooths out the average cost of your investments. When prices drop, your fixed amount buys more shares. When prices rise, you buy fewer. The result is a lower average cost per share compared to lump-sum investing during volatile periods.
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VOO
Vanguard S&P 500 ETF
112 Shares · Jan 2021
ETF
Value$48,230.40
VIG
Vanguard Dividend Appreciation
450 Shares · Mar 2022
ETF
Value$26,033.79
AAPL
Apple Inc.
85 Shares · Nov 2020
Stock
Value$18,488.90
O
Realty Income Corp
320 Shares · Jun 2023
REIT
Value$15,136.59
Recent Transactions
Your latest account activity.
Blue Bottle CoffeeFood & Drink | Today, 10:24 AM | -$6.50 | ||
Whole Foods MarketGroceries | Yesterday | -$142.30 | ||
Stripe PayoutIncome | Oct 12 | +$4,200.00 | ||
Uber TechnologiesTransport | Oct 11 | -$24.10 | ||
Netflix SubscriptionEntertainment | Oct 10 | -$19.99 |
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