mrmoney2's Net Worth for June 2018


Assets Value Change ($) Change (%)
Cash $15,357 $8,445 122.18%
Stocks $35,786 $101 0.28%
Bonds $0 - -
Annuities $0 - -
Retirement $315,973 $1,805 0.57%
Home $0 - -
Other Real Estate $0 - -
Cars $9,982 $28 0.28%
Personal Property $0 - -
Other $545 $102 23.02%
$377,643 $10,481 2.85%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $20,526 $17,939 693.43%
Car Loans $0 - -
Other $0 - -
Total Debts $20,526 $17,939 693.43%
Net Worth $357,117 ($7,458) (2.05%)
*All values shown in USD ($)
Notes:
Got married on 06/30/2018!

REINVESTMENTS:
WFC/PRP WELLS FARGO B 5.25% PFD
2/9/2018 - bought 54 shares at $23.8535 per share through Charles Schwab
2/1/2018 - bought 25 shares at $24.3884 per share and 4 shares at 24.4111 through Charles Schwab
1/29/2018 - bought 26 shares at $24.65 per share through Charles Schwab
1/22/2018 - bought 26 shares at $24.85 per share through Charles Schwab
1/22/2018 - bought 2 shares at $24.8892 per share through Charles Schwab

3/13/2017 - bought 20 shares at $23.9748 per share through Charles Schwab
3/2/2017 - bought 11 shares at $24.49 per share through Charles Schwab
2/24/2017 - bought 10 shares at $24.5754 per share through Charles Schwab
2/13/2017 - bought 5 shares at $24.5355 per share through Charles Schwab
2/6/2017 - bought 15 shares at $24.1758 per share through Charles Schwab
12/28/2016 - bought 143 shares at $23.29 per share through Charles Schwab
12/22/2016 - bought 438 shares at $23.454 per share through Charles Schwab
12/01/2016 - bought 15 shares at $23.392 per share through Charles Schwab
11/14/2016 - bought 17 shares at $24.054 per share through Charles Schwab
11/14/2016 - bought 30 shares at $23.204 per share through Charles Schwab
11/09/2016 - bought 690 shares at $24.985 per share through Charles Schwab

Increase my Vanguard portfolio, as usual with yearly contribution amount of $5,500. Using Personal Capital (https://www.personalcapital.com/) and mint.com to manage overview of all my accounts. Still a pretty good site!

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