Sheldon WhitehouseFiling

Annual Report | Filed on 27 Sept 2023

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 141 stock trades. It was filed on 27 September 2023. Reported tickers include COWZ, ARKQ, VWO, VIG, CLOU, and 79 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Sheldon Whitehouse

Filing Type

Annual Report

Filed Date

27 Sept 2023

View Original Filing

Transactions

141 transactions


Vanguard FTSE Emerging Ma... VWO	Purchase	22 Dec 2022	$1,001 - $15,000	-
Gabelli Dividend & Income... GDV	Sale (Full)	22 Dec 2022	$1,001 - $15,000	-
T. Rowe Price Blue Chip G... TRBCX	Sale (Full)	22 Dec 2022	$15,001 - $50,000	-
S&P Biotech SPDR XBI	Sale (Full)	22 Dec 2022	$1,001 - $15,000	-
T. Rowe Price New Asia Fu... PRASX	Sale (Full)	22 Dec 2022	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLV	Purchase	22 Dec 2022	$1,001 - $15,000	-
T. Rowe Price Blue Chip G... TRBCX	Sale (Partial)	22 Dec 2022	$1,001 - $15,000	-
0-5 Year TIPS Bond Ishare... STIP	Purchase	22 Dec 2022	$1,001 - $15,000	-
iShares 0-5 Year TIPS Bon... STIP	Purchase	22 Dec 2022	$1,001 - $15,000	-
Blackrock Enhanced Equity... BDJ	Purchase	22 Dec 2022	$1,001 - $15,000	-
Gabelli Dividend GDV	Sale (Partial)	22 Dec 2022	$1,001 - $15,000	-
T. Rowe Price Blue Chip G... TRBCX	Sale (Partial)	22 Dec 2022	$1,001 - $15,000	-
New World Fund Inc. Class... NFFFX	Purchase	22 Dec 2022	$1,001 - $15,000	-
Clearbridge Large Cap Gro... SBLYX	Sale (Partial)	22 Dec 2022	$1,001 - $15,000	-
Blackrock Enhanced Divide... BDJ	Purchase	22 Dec 2022	$1,001 - $15,000	-
Invesco Premier US Govern... IUGXX	Purchase	22 Dec 2022	$1,001 - $15,000	-
Goldman Sachs Emerging Ma... GEMIX	Sale (Full)	22 Dec 2022	$1,001 - $15,000	-
0-5 Year TIPS Bond Ishare... STIP	Purchase	22 Dec 2022	$1,001 - $15,000	-
T. Rowe Price Blue Chip G... TRBCX	Sale (Partial)	21 Dec 2022	$1,001 - $15,000	-
T. Rowe Price Blue Chip G... TRBCX	Sale (Partial)	21 Dec 2022	$1,001 - $15,000	-
Vanguard High Dividend Yi... VYM	Purchase	9 Dec 2022	$1,001 - $15,000	-
Citigroup, Inc. Common St... C	Sale (Full)	29 Nov 2022	$1,001 - $15,000	-
Citigroup, Inc. Common St... C	Sale (Full)	29 Nov 2022	$1,001 - $15,000	-
The Communication Service... XLC	Sale (Full)	25 Nov 2022	$1,001 - $15,000	-
The Communication Service... XLC	Sale (Full)	25 Nov 2022	$1,001 - $15,000	-
Pimco Low Duration Income... PFTPX	Sale (Full)	15 Nov 2022	$15,001 - $50,000	-
Calvert Small Cap Fund Cl... CSVIX	Sale (Full)	15 Nov 2022	$1,001 - $15,000	-
ishares Gold Trust IAU	Sale (Full)	15 Nov 2022	$1,001 - $15,000	-
iShares Short Treasury Bo... SHV	Sale (Full)	15 Nov 2022	$1,001 - $15,000	-
The Communication Service... XLC	Sale (Full)	15 Nov 2022	$1,001 - $15,000	-
Delaware Small Cap Core F... DCZRX	Purchase	21 Oct 2022	$1,001 - $15,000	-
Touchstone Mid Cap Fund C... TMPRX	Purchase	21 Oct 2022	$1,001 - $15,000	-
Jensen Quality Growth Fun... JENYX	Purchase	21 Oct 2022	$1,001 - $15,000	-
Vanguard Small-Cap Growth... VBK	Purchase	19 Oct 2022	$1,001 - $15,000	-
iShares Short Treasury Bo... SHV	Purchase	19 Oct 2022	$1,001 - $15,000	-
iShares Short Treasury Bo... SHV	Purchase	19 Oct 2022	$15,001 - $50,000	-
SPDR MSCI ACWI Climate Pa... NZAC	Purchase	19 Oct 2022	$1,001 - $15,000	-
iShares TIPS Bond ETF TIP	Sale (Full)	3 Oct 2022	$15,001 - $50,000	-
iShares TIPS Bond ETF TIP	Sale (Full)	3 Oct 2022	$1,001 - $15,000	-
iShares TIPS Bond ETF TIP	Sale (Full)	3 Oct 2022	$50,001 - $100,000	-
Jpmorgan Small Cap Blend ... JDSCX	Sale (Full)	23 Sept 2022	$1,001 - $15,000	-
Jpmorgan Small Cap Blend ... JDSCX	Sale (Full)	23 Sept 2022	$1,001 - $15,000	-
ARK Fintech Innovation ET... ARKF	Sale (Full)	30 Aug 2022	$1,001 - $15,000	-
S&P 500 Financials Sector... XLF	Purchase	29 Aug 2022	$1,001 - $15,000	-
Pacer US Cash Cows 100 ET... COWZ	Purchase	25 Aug 2022	$1,001 - $15,000	-
Global X Cloud Computing ... CLOU	Purchase	25 Aug 2022	$1,001 - $15,000	-
Pacer US Cash Cows 100 ET... COWZ	Purchase	25 Aug 2022	$1,001 - $15,000	-
S&P 500 Healthcare Sector... XLV	Purchase	25 Aug 2022	$1,001 - $15,000	-
Vanguard Consumer Staples... VDC	Purchase	25 Aug 2022	$1,001 - $15,000	-
Ark Autonomous Tech & Rob... ARKQ	Purchase	22 Aug 2022	$1,001 - $15,000	-
Pimco Funds High Yield Fu... PHIYX	Sale (Full)	12 Aug 2022	$1,001 - $15,000	-
Ark Autonomous Tech & Rob... ARKQ	Purchase	2 Aug 2022	$1,001 - $15,000	-
PGIM High Yield Fund Clas... PHYQX	Purchase	2 Aug 2022	$1,001 - $15,000	-
BMO Ark Genomic Revolutio... ARKG	Sale (Full)	2 Aug 2022	$1,001 - $15,000	-
Goldman Sachs ActiveBeta ... GSLC	Purchase	2 Aug 2022	$1,001 - $15,000	-
Global X U.S. Infrastruct... PAVE	Purchase	2 Aug 2022	$1,001 - $15,000	-
Ark Innovation ETF ARKK	Sale (Full)	2 Aug 2022	$1,001 - $15,000	-
Ark Genomic Revolution ET... ARKG	Sale (Full)	2 Aug 2022	$1,001 - $15,000	-
Ark Genomic Revolution ET... ARKG	Sale (Partial)	2 Aug 2022	$1,001 - $15,000	-
BMO Ark Next Gen Internet... ARKW	Sale (Full)	2 Aug 2022	$1,001 - $15,000	-
Genomics Immunology and H... IDNA	Purchase	2 Aug 2022	$1,001 - $15,000	-
Tcw Emerging Markets Inco... TGEPX	Purchase	2 Aug 2022	$1,001 - $15,000	-
Ishares Genomics Immunolo... IDNA	Purchase	2 Aug 2022	$1,001 - $15,000	-
First Trust NASDAQ Cybers... CIBR	Purchase	2 Aug 2022	$1,001 - $15,000	-
Jensen Quality Growth Fun... JENIX	Sale (Full)	2 Aug 2022	$1,001 - $15,000	-
Ark Innovation ETF ARKK	Sale (Full)	2 Aug 2022	$1,001 - $15,000	-
Gabelli Dividend GDV	Purchase	29 Jul 2022	$1,001 - $15,000	-
Baron International Growt... BINIX	Sale (Full)	29 Jul 2022	$15,001 - $50,000	-
Blackrock Enhanced Equity... BDJ	Purchase	29 Jul 2022	$1,001 - $15,000	-
Invesco QQQ Trust, Series... QQQ	Purchase	29 Jul 2022	$1,001 - $15,000	-
Gabelli Dividend & Income... GDV	Purchase	29 Jul 2022	$1,001 - $15,000	-
Parnassus Endeavor Fund -... PARWX	Purchase	22 Jul 2022	$1,001 - $15,000	-
iShares U.S. Medical Devi... IHI	Purchase	22 Jul 2022	$1,001 - $15,000	-
Calvert Small Cap Fund Cl... CSVIX	Purchase	22 Jul 2022	$1,001 - $15,000	-
iShares Russell 2000 Grow... IWO	Sale (Partial)	22 Jul 2022	$15,001 - $50,000	-
Ark Innovation ETF ARKK	Sale (Full)	22 Jul 2022	$1,001 - $15,000	-
The Communication Service... XLC	Sale (Partial)	21 Jul 2022	$15,001 - $50,000	-
Ishares Genomics Immunolo... IDNA	Purchase	19 Jul 2022	$1,001 - $15,000	-
SPDR S&P Regional Banking... KRE	Purchase	9 Jul 2022	$15,001 - $50,000	-
GS Activebeta U.S. Large ... GSLC	Sale (Partial)	16 Jun 2022	$1,001 - $15,000	-
Vanguard FTSE All World E... VEU	Sale (Full)	13 Jun 2022	$1,001 - $15,000	-
American Funds Growth Por... CGPAX	Purchase	13 Jun 2022	$15,001 - $50,000	-
Vanguard Div Appreciation... VIG	Sale (Partial)	8 Jun 2022	$1,001 - $15,000	-
Vanguard Consumer Staples... VDC	Sale (Partial)	8 Jun 2022	$15,001 - $50,000	-
SPDR Gold Trust GLD	Purchase	1 Jun 2022	$1,001 - $15,000	-
Artisan Developing World ... APDYX	Purchase	1 Jun 2022	$1,001 - $15,000	-
Columbia Dividend Income ... GSFTX	Purchase	27 May 2022	$1,001 - $15,000	-
First Trust Nasdaq Cybers... CIBR	Purchase	27 May 2022	$1,001 - $15,000	-
Janus Henderson Enterpris... JMGRX	Purchase	27 May 2022	$1,001 - $15,000	-
Cohen & Steers Real Estat... CSDIX	Purchase	27 May 2022	$1,001 - $15,000	-
Invesco QQQ Trust, Series... QQQ	Purchase	27 May 2022	$1,001 - $15,000	-
First Trust Nasdaq Cybers... CIBR	Purchase	27 May 2022	$1,001 - $15,000	-
ishares Gold Trust IAU	Purchase	27 May 2022	$1,001 - $15,000	-
SPDR S&P Regional Banking... KRE	Purchase	27 May 2022	$1,001 - $15,000	-
iShares Core MSCI Emergin... IEMG	Sale (Full)	27 May 2022	$1,001 - $15,000	-
iShares Global Clean Ener... ICLN	Purchase	27 May 2022	$1,001 - $15,000	-
American Mutual Fund Clas... AMRFX	Purchase	27 May 2022	$1,001 - $15,000	-
VanEck Semiconductor ETF SMH	Purchase	27 May 2022	$1,001 - $15,000	-
Vanguard Div Appreciation... VIG	Purchase	27 May 2022	$1,001 - $15,000	-
Dws Enhanced Commodity St... SKIRX	Sale (Full)	24 May 2022	$15,001 - $50,000	-
Harding Loevner Fund Inc.... HLMIX	Sale (Full)	24 May 2022	$15,001 - $50,000	-
Columbia Overseas Value F... COSZX	Sale (Full)	24 May 2022	$1,001 - $15,000	-
The New Economy Fund Clas... NEFFX	Sale (Full)	19 May 2022	$15,001 - $50,000	-
Baron Small Cap Fund Inst... BSFIX	Sale (Partial)	19 May 2022	$1,001 - $15,000	-
The New Economy Fund Clas... NEFFX	Sale (Partial)	19 May 2022	$1,001 - $15,000	-
Baron Small Cap Fund Inst... BSFIX	Sale (Full)	19 May 2022	$15,001 - $50,000	-
iShares Russell 2000 ETF IWM	Sale (Full)	18 Apr 2022	$1,001 - $15,000	-
Undiscovered Managers Beh... UBVFX	Sale (Full)	14 Apr 2022	$1,001 - $15,000	-
Touchstone Sands Capital ... TSRMX	Sale (Full)	14 Apr 2022	$1,001 - $15,000	-
Pimco Commodityrealreturn... PCRIX	Sale (Full)	14 Apr 2022	$1,001 - $15,000	-
Touchstone Sands Capital ... TSEGX	Sale (Full)	14 Apr 2022	$1,001 - $15,000	-
AT&T Inc. (Exchanged) War... T WBD	Exchange	11 Apr 2022	$1,001 - $15,000	AT&T spun-off Warner Bros Discovery
AT&T Inc. (Exchanged) War... T WBD	Exchange	11 Apr 2022	$1,001 - $15,000	AT&T spun off Warner Bros Discovery stock
Netlease Corporate Real E... NETL	Purchase	30 Mar 2022	$1,001 - $15,000	-
Netlease Corporate Real E... NETL	Purchase	30 Mar 2022	$1,001 - $15,000	-
Vaneck Investment Grade F... FLTR	Purchase	30 Mar 2022	$15,001 - $50,000	-
Real Estate Select Sector... XLRE	Purchase	30 Mar 2022	$1,001 - $15,000	-
Ark Fintech Innovation ET... ARKF	Sale (Full)	30 Mar 2022	$1,001 - $15,000	-
VanEck IG Floating Rate E... FLTR	Purchase	30 Mar 2022	$15,001 - $50,000	-
VanEck IG Floating Rate E... FLTR	Purchase	25 Mar 2022	$1,001 - $15,000	-
VanEck IG Floating Rate E... FLTR	Purchase	25 Mar 2022	$1,001 - $15,000	-
Invesco Floating Rate ESG... AFRYX	Sale (Full)	25 Mar 2022	$1,001 - $15,000	-
Tcw Emerging Markets Inco... TGEIX	Sale (Full)	25 Mar 2022	$1,001 - $15,000	-
Invesco Floating Rate ESG... AFRYX	Sale (Full)	25 Mar 2022	$1,001 - $15,000	-
Invesco Premier US Govern... IUGXX	Purchase	25 Mar 2022	$50,001 - $100,000	-
Invesco Floating Rate ESG... AFRYX	Sale (Full)	25 Mar 2022	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLI	Purchase	25 Mar 2022	$1,001 - $15,000	-
S&P Biotech SPDR XBI	Sale (Full)	21 Mar 2022	$1,001 - $15,000	-
Invesco Floating Rate ESG... AFRYX	Purchase	21 Mar 2022	$1,001 - $15,000	-
Fundamental Investors Cla... FINFX	Sale (Full)	20 Mar 2022	$15,001 - $50,000	-
iShares International Sel... IDV	Sale (Full)	7 Mar 2022	$15,001 - $50,000	-
VanEck Investment Grade F... FLTR	Purchase	5 Mar 2022	$1,001 - $15,000	-
Vanguard FTSE Developed M... VEA	Sale (Partial)	11 Feb 2022	$1,001 - $15,000	-
FTSE Developed Markets Va... VEA	Sale (Full)	11 Feb 2022	$1,001 - $15,000	-
Vanguard FTSE Developed M... VEA	Sale (Full)	11 Feb 2022	$1,001 - $15,000	-
Vanguard FTSE All World E... VEU	Sale (Full)	11 Feb 2022	$1,001 - $15,000	-
Vanguard FTSE Developed M... VEA	Sale (Full)	11 Feb 2022	$1,001 - $15,000	-
Target Corporation Common... TGT	Purchase	28 Jan 2022	$15,001 - $50,000	-
Tesla, Inc. - Common Stoc... TSLA	Purchase	28 Jan 2022	$15,001 - $50,000	-
Vanguard FTSE All World E... VEU	Sale (Partial)	26 Jan 2022	$1,001 - $15,000	-
Vanguard Communication Se... VOX	Sale (Full)	7 Dec 2002	$1,001 - $15,000	-