Vault Premier
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Total Portfolio Value
$12,458,900.00
trending_up
+2.4%
Liquid Assets
account_balance
$4,200,000
Checking & Savings
Investment Value
trending_up
$7,850,400
Equities & Bonds
Alternative Assets
diamond
$408,500
Real Estate & Crypto
Performance History
15M
12M
9M
6M
Jan
Apr
Jul
Oct
Dec
Asset Allocation
more_horiz
3
Classes
Equities
60%
Bonds
25%
Cash/Equiv
15%
Recent Activity
View All| Transaction ID | Date | Description | Amount | Status |
|---|---|---|---|---|
| TXN-8924A | Oct 24, 2023 | Dividend Credit - VOO | +$4,250.00 |
Cleared
|
| TXN-8923B | Oct 22, 2023 | Wire Transfer Out | -$15,000.00 |
Pending
|
| TXN-8922C | Oct 18, 2023 | Purchase - AAPL (500 Shares) | -$86,500.00 |
Cleared
|
| TXN-8921D | Oct 15, 2023 | Management Fee - Q3 | -$1,250.00 |
Cleared
|