Sheldon WhitehouseFiling

Annual Report | Filed on 11 Aug 2022

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 127 stock trades. It was filed on 11 August 2022. Reported tickers include ARKG, GSTIX, AMCFX, IWO, KRE, and 72 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

Want to automatically copy Pelosi trades?

Mirror Nancy Pelosi's portfolio with just one click on eToro.

Claim Free Asset Copy Automatically with eToro

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Past Performance is not an indication of future results.

Politician Name

Sheldon Whitehouse

Filing Type

Annual Report

Filed Date

11 Aug 2022

View Original Filing

Transactions

127 transactions


WisdomTree U.S. Quality D... DGRW	Purchase	5 Aug 2022	$1,001 - $15,000	n/a
American Funds Inflation ... BFIGX	Purchase	31 Dec 2021	$1,001 - $15,000	n/a
iShares TIPS Bond ETF TIP	Purchase	31 Dec 2021	$1,001 - $15,000	n/a
Vanguard Total Bond Marke... BND	Sale (Full)	31 Dec 2021	$15,001 - $50,000	n/a
T. Rowe Price Floating Ra... PRFRX	Sale (Full)	31 Dec 2021	$1,001 - $15,000	n/a
Vanguard Short-Term Corpo... VCSH	Purchase	31 Dec 2021	$15,001 - $50,000	n/a
SPDR SSgA Ultra Short Ter... ULST	Sale (Full)	31 Dec 2021	$1,001 - $15,000	n/a
T. Rowe Price Floating Ra... PRFRX	Sale (Full)	31 Dec 2021	$1,001 - $15,000	n/a
PIMCO Enhanced Short Matu... MINT	Sale (Full)	31 Dec 2021	$1,001 - $15,000	n/a
Invesco Floating Rate Fun... AFRYX	Purchase	31 Dec 2021	$1,001 - $15,000	n/a
Invesco Floating Rate Fun... AFRYX	Purchase	31 Dec 2021	$1,001 - $15,000	n/a
Vanguard Small-Cap Value ... VBR	Purchase	29 Dec 2021	$1,001 - $15,000	n/a
iShares Biotechnology ETF IBB	Sale (Full)	29 Dec 2021	$15,001 - $50,000	n/a
Invesco Premier US Govern... IUGXX	Sale (Full)	9 Nov 2021	$1,001 - $15,000	n/a
First Trust NASDAQ Cybers... CIBR	Purchase	2 Nov 2021	$1,001 - $15,000	n/a
SPDR Select Sector Fund -... XLF	Purchase	29 Oct 2021	$1,001 - $15,000	n/a
iShares TIPS Bond ETF TIP	Purchase	29 Oct 2021	$1,001 - $15,000	n/a
T. Rowe Price Floating Ra... PRFRX	Purchase	29 Oct 2021	$1,001 - $15,000	n/a
Fundamental Investors Cla... FINFX	Sale (Full)	29 Oct 2021	$1,001 - $15,000	n/a
Clearbridge Large Cap Gro... SBLYX	Sale (Partial)	29 Oct 2021	$1,001 - $15,000	n/a
Vanguard High Dividend Yi... VYM	Purchase	29 Oct 2021	$1,001 - $15,000	n/a
T. Rowe Price Floating Ra... PRFRX	Purchase	29 Oct 2021	$1,001 - $15,000	n/a
Vanguard Consumer Staples... VDC	Purchase	29 Oct 2021	$1,001 - $15,000	n/a
Global X Funds Global X U... PAVE	Purchase	29 Oct 2021	$1,001 - $15,000	n/a
Parnassus Core Equity Fun... PRBLX	Sale (Partial)	29 Oct 2021	$1,001 - $15,000	n/a
Invesco Oppenheimer Devel... ODVIX	Sale (Full)	21 Oct 2021	$1,001 - $15,000	n/a
Pimco Funds High Yield Fu... PHIYX	Sale (Full)	21 Oct 2021	$1,001 - $15,000	n/a
Vanguard Short-Term Corpo... VCSH	Sale (Partial)	27 Sept 2021	$15,001 - $50,000	n/a
Baird Aggregate Bond Fund... BAGIX	Purchase	27 Sept 2021	$15,001 - $50,000	n/a
Vanguard Short-Term Corpo... VCSH	Sale (Full)	27 Sept 2021	$15,001 - $50,000	n/a
Vanguard FTSE Developed M... VEA	Purchase	27 Sept 2021	$1,001 - $15,000	n/a
Vanguard FTSE All World E... VEU	Purchase	27 Sept 2021	$1,001 - $15,000	n/a
ARK Fintech Innovation ET... ARKF	Purchase	27 Sept 2021	$1,001 - $15,000	n/a
Vanguard Consumer Staples... VDC	Purchase	27 Sept 2021	$1,001 - $15,000	n/a
Vanguard FTSE Developed M... VEA	Purchase	27 Sept 2021	$1,001 - $15,000	n/a
ARK Genomic Revolution ET... ARKG	Purchase	7 Sept 2021	$1,001 - $15,000	n/a
The Income Fund of Americ... AMEFX	Sale (Full)	30 Aug 2021	$1,001 - $15,000	n/a
Goldman Sachs Strategic G... GSTIX	Sale (Full)	30 Aug 2021	$15,001 - $50,000	n/a
AT&T Inc. T	Sale (Full)	30 Aug 2021	$15,001 - $50,000	Due to standing separation agreement with financial advisor, Senator first ...
Alibaba Group Holding Lim... BABA	Sale (Full)	30 Aug 2021	$1,001 - $15,000	Due to standing separation agreement with financial advisor, Senator first ...
Microchip Technology Inco... MCHP	Sale (Full)	30 Aug 2021	$15,001 - $50,000	Due to standing separation agreement with financial advisor, Senator first ...
iShares Biotechnology ETF IBB	Purchase	27 Aug 2021	$15,001 - $50,000	n/a
Lord Abbett Investment Tr... LDLFX	Sale (Full)	27 Aug 2021	$1,001 - $15,000	n/a
Vanguard Consumer Staples... VDC	Purchase	27 Aug 2021	$15,001 - $50,000	n/a
Invesco Premier US Govern... IUGXX	Sale (Partial)	27 Aug 2021	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Sale (Full)	27 Aug 2021	$1,001 - $15,000	n/a
Capital Income Builder Cl... CAIFX	Sale (Full)	27 Aug 2021	$15,001 - $50,000	n/a
Columbia Dividend Income ... GSFTX	Purchase	27 Aug 2021	$1,001 - $15,000	n/a
MACYS RETAIL HLDGS INC Ra...	Sale (Full)	27 Aug 2021	$15,001 - $50,000	Due to standing separation agreement with financial advisor, Senator first ...
WisdomTree U.S. Quality D... DGRW	Purchase	27 Aug 2021	$15,001 - $50,000	n/a
iShares TIPS Bond ETF TIP	Sale (Full)	27 Aug 2021	$1,001 - $15,000	n/a
ishares Gold Trust IAU	Purchase	26 Aug 2021	$1,001 - $15,000	n/a
Columbia Dividend Income ... GSFTX	Purchase	5 Aug 2021	$1,001 - $15,000	n/a
Janus Henderson Enterpris... JMGRX	Purchase	5 Aug 2021	$1,001 - $15,000	n/a
ARK Genomic Revolution ET... ARKG	Purchase	5 Aug 2021	$1,001 - $15,000	n/a
Virtus Kar Small-Cap Grow... PXSGX	Purchase	5 Aug 2021	$1,001 - $15,000	n/a
Pimco Low Duration Income... PFTPX	Purchase	5 Aug 2021	$1,001 - $15,000	n/a
Invesco Optimum Yield Div... PDBC	Sale (Full)	29 Jul 2021	$1,001 - $15,000	n/a
Dodge & Cox Stock Fund DODGX	Purchase	29 Jul 2021	$1,001 - $15,000	n/a
Eaton Vance Global Macro ... EGRIX	Sale (Full)	28 Jul 2021	$1,001 - $15,000	n/a
iShares Russell 2000 Grow... IWO	Sale (Partial)	9 Jul 2021	$15,001 - $50,000	n/a
Pimco Low Duration Income... PFTPX	Purchase	9 Jul 2021	$1,001 - $15,000	n/a
iShares TIPS Bond ETF TIP	Purchase	9 Jul 2021	$15,001 - $50,000	n/a
iShares TIPS Bond ETF TIP	Purchase	9 Jul 2021	$1,001 - $15,000	n/a
Invesco Floating Rate Fun... AFRYX	Purchase	9 Jul 2021	$1,001 - $15,000	n/a
Vanguard Small-Cap Value ... VBR	Purchase	9 Jul 2021	$15,001 - $50,000	n/a
Vanguard Short-Term Corpo... VCSH	Purchase	9 Jul 2021	$15,001 - $50,000	n/a
Vanguard Short-Term Corpo... VCSH	Purchase	9 Jul 2021	$1,001 - $15,000	n/a
Fidelity Contra Fund FCNTX	Sale (Full)	9 Jul 2021	$15,001 - $50,000	n/a
Invesco Premier US Govern... IUGXX	Sale (Full)	9 Jul 2021	$15,001 - $50,000	n/a
SPDR S&P Regional Banking... KRE	Purchase	2 Jul 2021	$1,001 - $15,000	n/a
Goldman Sachs Strategic G... GSTIX	Sale (Partial)	30 Jun 2021	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	29 Jun 2021	$1,001 - $15,000	n/a
Harding Loevner Fund Inc.... HLMIX	Purchase	14 Jun 2021	$1,001 - $15,000	n/a
Dws Enhanced Commodity St... SKIRX	Purchase	14 Jun 2021	$1,001 - $15,000	n/a
Jpmorgan Small Cap Blend ... JDSCX	Sale (Partial)	14 Jun 2021	$1,001 - $15,000	n/a
Pimco Income Fund Class I... PONPX	Sale (Full)	14 Jun 2021	$15,001 - $50,000	n/a
Pimco Low Duration Income... PFTPX	Sale (Partial)	14 Jun 2021	$15,001 - $50,000	n/a
Capital Income Builder Cl... CAIFX	Sale (Partial)	14 Jun 2021	$1,001 - $15,000	n/a
iShares Russell 2000 Grow... IWO	Sale (Partial)	14 Jun 2021	$1,001 - $15,000	n/a
Baron International Growt... BINIX	Sale (Partial)	14 Jun 2021	$1,001 - $15,000	n/a
Pimco Low Duration Income... PFTPX	Sale (Full)	14 Jun 2021	$15,001 - $50,000	n/a
The Communication Service... XLC	Sale (Full)	14 Jun 2021	$15,001 - $50,000	n/a
Invesco QQQ Trust, Series... QQQ	Sale (Partial)	14 Jun 2021	$15,001 - $50,000	n/a
The Income Fund of Americ... AMEFX	Purchase	14 Jun 2021	$1,001 - $15,000	n/a
Touchstone Sands Capital ... TSRMX	Purchase	11 Jun 2021	$1,001 - $15,000	n/a
Genl Motors Financial Co ...	Sale (Full)	7 Jun 2021	$15,001 - $50,000	--
Ark Fintech Innovation ET... ARKF	Purchase	2 Jun 2021	$1,001 - $15,000	n/a
Undiscovered Managers Beh... UBVFX	Purchase	28 May 2021	$1,001 - $15,000	n/a
Pimco Commodityrealreturn... PCRIX	Purchase	28 May 2021	$1,001 - $15,000	n/a
Pimco Low Duration Income... PFTPX	Purchase	28 May 2021	$15,001 - $50,000	n/a
Fundamental Investors Cla... FINFX	Sale (Partial)	26 May 2021	$1,001 - $15,000	n/a
Goldman Sachs Emerging Ma... GEMIX	Purchase	26 May 2021	$1,001 - $15,000	n/a
Goldman Sachs Absolute Re... GJRTX	Sale (Full)	26 May 2021	$1,001 - $15,000	n/a
Invesco Premier US Govern... IUGXX	Purchase	26 May 2021	$15,001 - $50,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	26 May 2021	$1,001 - $15,000	n/a
SPDR Select Sector Fund -... XLI	Purchase	11 May 2021	$1,001 - $15,000	n/a
ARK Fintech Innovation ET... ARKF	Purchase	11 May 2021	$1,001 - $15,000	n/a
Janus Henderson Enterpris... JMGRX	Sale (Partial)	11 May 2021	$1,001 - $15,000	n/a
New World Fund Inc. Class... NFFFX	Sale (Partial)	11 May 2021	$1,001 - $15,000	n/a
Global X Cloud Computing ... CLOU	Purchase	11 May 2021	$1,001 - $15,000	n/a
iShares U.S. Medical Devi... IHI	Sale (Partial)	11 May 2021	$15,001 - $50,000	n/a
Vanguard Consumer Staples... VDC	Purchase	11 May 2021	$1,001 - $15,000	n/a
VanEck Semiconductor ETF SMH	Purchase	4 May 2021	$1,001 - $15,000	n/a
Vanguard Financials ETF VFH	Purchase	28 Apr 2021	$1,001 - $15,000	n/a
Clearbridge International... LMGNX	Purchase	28 Apr 2021	$1,001 - $15,000	n/a
SPDR Series Trust SPDR S&... XBI	Sale (Full)	28 Apr 2021	$15,001 - $50,000	n/a
PIMCO Enhanced Short Matu... MINT	Sale (Full)	28 Apr 2021	$1,001 - $15,000	n/a
Fundamental Investors Cla... FINFX	Sale (Partial)	28 Apr 2021	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Sale (Partial)	28 Apr 2021	$1,001 - $15,000	n/a
Calvert Small Cap Fund Cl... CSVIX	Sale (Partial)	28 Apr 2021	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Purchase	28 Apr 2021	$1,001 - $15,000	n/a
Intel Corporation INTC	Sale (Full)	28 Apr 2021	$15,001 - $50,000	--
GENERAL ELECTRIC CO FIXED...	Sale (Full)	7 Apr 2021	$15,001 - $50,000	Callable 1/21/21
SPDR Select Sector Fund -... XLI	Purchase	7 Apr 2021	$1,001 - $15,000	n/a
ARK Fintech Innovation ET... ARKF	Purchase	7 Apr 2021	$1,001 - $15,000	n/a
PGIM High Yield Fund Clas... PHYQX	Sale (Full)	29 Mar 2021	$1,001 - $15,000	n/a
iShares MSCI USA Quality ... QUAL	Sale (Full)	26 Feb 2021	$1,001 - $15,000	n/a
Touchstone Mid Cap Fd Ins... TMPIX	Sale (Full)	25 Feb 2021	$1,001 - $15,000	n/a
Artisan Mid Cap Fd Insti ... APHMX	Sale (Full)	25 Feb 2021	$1,001 - $15,000	n/a
Vanguard Mid-Cap ETF VO	Purchase	24 Feb 2021	$1,001 - $15,000	n/a
ARK Innovation ETF ARKK	Purchase	19 Feb 2021	$1,001 - $15,000	n/a
Ark Fintech Innovation ET... ARKF	Purchase	19 Feb 2021	$1,001 - $15,000	n/a
ARK Genomic Revolution ET... ARKG	Purchase	19 Feb 2021	$1,001 - $15,000	n/a
ARK Fintech Innovation ET... ARKF	Purchase	19 Feb 2021	$1,001 - $15,000	n/a
Amcap Fund Class F-2 Shar... AMCFX	Sale (Full)	9 Feb 2021	$1,001 - $15,000	n/a
iShares TIPS Bond ETF TIP	Purchase	4 Feb 2021	$1,001 - $15,000	n/a