Peter WelchFiling

Annual Report | Filed on 04 May 2023

This congressional financial disclosure from Peter Welch (annual report) contains 110 stock trades. It was filed on 4 May 2023. Reported tickers include FAGIX, OPGIX, ASHR, VGLT, ESGD, and 42 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Peter Welch

Filing Type

Annual Report

Filed Date

04 May 2023

View Original Filing

Transactions

110 transactions


TIAA CREF Large-Cap Value...	Sale (Partial)	28 Dec 2022	$1,001 - $15,000	-
TIAA Real Estate	Sale (Partial)	28 Dec 2022	$1,001 - $15,000	-
TIAA Traditional	Sale (Partial)	28 Dec 2022	$1,001 - $15,000	-
TIAA CREF Global Equities...	Sale (Partial)	28 Dec 2022	$1,001 - $15,000	-
TIAA CREF Growth R3	Sale (Partial)	28 Dec 2022	$1,001 - $15,000	-
Fidelity Growth Company F... FDGRX	Purchase	27 Dec 2022	$1,001 - $15,000	Underlying asset of Fidelity Brokerage #1
Vanguard Total Stock Mark... VTI	Sale (Full)	23 Dec 2022	$100,001 - $250,000	Underlying asset of Fidelity Brokerage #1
Invesco S&P 500 Pure Valu... RPV	Sale (Full)	23 Dec 2022	$15,001 - $50,000	Underlying asset of TD Ameritrade Brokerage
Fidelity Capital and Inco... FAGIX	Sale (Full)	23 Dec 2022	$250,001 - $500,000	Underlying asset of Fidelity Brokerage #1
Vanguard Total Internatio... VXUS	Sale (Partial)	19 Dec 2022	$100,001 - $250,000	Underlying asset of Vanguard Brokerage
American Century High-Yie... ABHIX	Sale (Full)	19 Dec 2022	$1,001 - $15,000	-
American Century Internat... TWIEX	Sale (Full)	19 Dec 2022	$100,001 - $250,000	-
American Century Real Est... REACX	Sale (Full)	19 Dec 2022	$15,001 - $50,000	-
Vanguard Total Internatio... VXUS	Sale (Partial)	19 Dec 2022	$100,001 - $250,000	Underlying asset of Vanguard - Brokerage
Vanguard FTSE All World E... VEU	Purchase	19 Dec 2022	$100,001 - $250,000	Underlying asset of Vanguard - Brokerage
Invesco QQQ Trust, Series... QQQ	Sale (Partial)	9 Dec 2022	$1,001 - $15,000	-
Fidelity Contra Fund FCNTX	Purchase	9 Dec 2022	$1,001 - $15,000	Underlying asset of Charles Schwab Brokerage
SPDR Portfolio S&P 600 Sm... SPSM	Purchase	9 Dec 2022	$1,001 - $15,000	-
Fidelity Contra Fund FCNTX	Sale (Full)	7 Dec 2022	$100,001 - $250,000	Underlying asset of Fidelity Brokerage #1
Fidelity Capital and Inco... FAGIX	Purchase	2 Dec 2022	$1,001 - $15,000	Underlying asset of Fidelity Brokerage #1
Vanguard FTSE All World E... VEU	Purchase	1 Dec 2022	$1,001 - $15,000	Underlying asset of Vanguard - Brokerage
Vanguard Total Internatio... VXUS	Sale (Partial)	1 Dec 2022	$1,001 - $15,000	Underlying asset of Vanguard Brokerage
Vanguard Total Internatio... VXUS	Sale (Partial)	1 Dec 2022	$1,001 - $15,000	Underlying asset of Vanguard - Brokerage
Fidelity Capital and Inco... FAGIX	Purchase	30 Nov 2022	$1,001 - $15,000	Underlying asset of Fidelity Brokerage #1
Fidelity Capital and Inco... FAGIX	Purchase	31 Oct 2022	$1,001 - $15,000	Underlying asset of Fidelity Brokerage #1
Vanguard Long-Treasury ET... VGLT	Sale (Full)	12 Oct 2022	$50,001 - $100,000	-
iShares 20+ Year Treasury... TLT	Purchase	12 Oct 2022	$50,001 - $100,000	-
Vanguard Limited-Term Tax... VMLUX	Purchase	12 Oct 2022	$50,001 - $100,000	Underlying asset of Vanguard - Brokerage
iShares ESG Aware MSCI EA... ESGD	Sale (Partial)	7 Oct 2022	$15,001 - $50,000	-
Global X Uranium ETF URA	Purchase	7 Oct 2022	$1,001 - $15,000	-
Goldman Sachs ActiveBeta ... GEM	Sale (Partial)	7 Oct 2022	$1,001 - $15,000	-
iShares Global Clean Ener... ICLN	Purchase	7 Oct 2022	$1,001 - $15,000	-
Invesco CurrencyShares Ja... FXY	Purchase	14 Sept 2022	$1,001 - $15,000	-
ishares Gold Trust IAU	Sale (Partial)	14 Sept 2022	$1,001 - $15,000	-
JPM Betabuilders Japan ET... BBJP	Purchase	24 Aug 2022	$1,001 - $15,000	-
iShares ESG Aware MSCI EA... ESGD	Sale (Partial)	24 Aug 2022	$1,001 - $15,000	-
iShares ESG Aware MSCI EA... ESGD	Purchase	21 Jul 2022	$15,001 - $50,000	-
VanEck Vectors Gold Miner... GDX	Sale (Full)	21 Jul 2022	$1,001 - $15,000	-
iShares Inc iShares MSCI ... EWZ	Sale (Full)	21 Jul 2022	$1,001 - $15,000	-
Goldman Sachs ActiveBeta ... GEM	Purchase	21 Jul 2022	$1,001 - $15,000	-
iShares Core 1-5 Year USD... ISTB	Sale (Full)	8 Jul 2022	$100,001 - $250,000	-
Vanguard Short-Term Treas... VGSH	Purchase	8 Jul 2022	$50,001 - $100,000	-
iShares Preferred and Inc... PFF	Sale (Full)	8 Jul 2022	$15,001 - $50,000	-
Vanguard Short-Term Corpo... VCSH	Purchase	8 Jul 2022	$15,001 - $50,000	-
Vanguard Long-Treasury ET... VGLT	Purchase	8 Jul 2022	$15,001 - $50,000	-
SPDR Blackstone GSO Senio... SRLN	Sale (Full)	8 Jul 2022	$1,001 - $15,000	-
Aberdeen Standard Bloombe... BCI	Sale (Full)	8 Jul 2022	$1,001 - $15,000	-
TIAA Real Estate	Sale (Partial)	28 Jun 2022	$1,001 - $15,000	-
TIAA CREF Global Equities...	Sale (Partial)	28 Jun 2022	$1,001 - $15,000	-
TIAA Traditional	Sale (Partial)	28 Jun 2022	$1,001 - $15,000	-
TIAA CREF Growth R3	Sale (Partial)	28 Jun 2022	$1,001 - $15,000	-
TIAA CREF Large-Cap Value...	Sale (Partial)	28 Jun 2022	$1,001 - $15,000	-
Vanguard Total Internatio... VXUS	Purchase	24 Jun 2022	$1,001 - $15,000	Underlying asset of Vanguard Brokerage
JPMorgan BetaBuilders Can... BBCA	Sale (Partial)	13 Jun 2022	$1,001 - $15,000	-
Fidelity Capital and Inco... FAGIX	Purchase	10 Jun 2022	$1,001 - $15,000	Underlying asset of Fidelity Brokerage #1
Xtrackers Harvest CSI 300... ASHR	Purchase	9 Jun 2022	$1,001 - $15,000	-
First Trust Preferred Sec... FPE	Sale (Full)	1 Jun 2022	$15,001 - $50,000	-
Vanguard Long-Treasury ET... VGLT	Purchase	27 May 2022	$1,001 - $15,000	-
Vanguard Short-Term Corpo... VCSH	Purchase	27 May 2022	$1,001 - $15,000	-
Vanguard Short-Term Treas... VGSH	Purchase	27 May 2022	$1,001 - $15,000	-
iShares Preferred and Inc... PFF	Purchase	27 May 2022	$15,001 - $50,000	-
iShares Core 1-5 Year USD... ISTB	Sale (Partial)	20 May 2022	$1,001 - $15,000	-
SPDR Blackstone GSO Senio... SRLN	Sale (Partial)	20 May 2022	$1,001 - $15,000	-
iShares 20+ Year Treasury... TLT	Sale (Partial)	20 May 2022	$15,001 - $50,000	-
SPDR Portfolio Long Term ... SPLB	Sale (Full)	20 May 2022	$15,001 - $50,000	-
Vanguard Short-Term Corpo... VCSH	Purchase	18 May 2022	$1,001 - $15,000	-
Vanguard Long-Treasury ET... VGLT	Purchase	18 May 2022	$50,001 - $100,000	-
Vanguard Short-Term Treas... VGSH	Purchase	18 May 2022	$15,001 - $50,000	-
SPDR Select Sector Fund -... XLF	Sale (Partial)	4 May 2022	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLI	Sale (Partial)	4 May 2022	$15,001 - $50,000	-
iShares Core 1-5 Year USD... ISTB	Sale (Partial)	3 May 2022	$15,001 - $50,000	-
OMFL - Invesco Russell 10... OMFL	Purchase	2 May 2022	$15,001 - $50,000	-
iShares 20+ Year Treasury... TLT	Purchase	29 Apr 2022	$15,001 - $50,000	-
iShares MSCI China A ETF CNYA	Sale (Full)	29 Apr 2022	$1,001 - $15,000	-
Xtrackers Harvest CSI 300... ASHR	Purchase	27 Apr 2022	$1,001 - $15,000	-
VanEck Vectors Vietnam ET... VNM	Sale (Full)	22 Apr 2022	$50,001 - $100,000	Underlying asset of TD Ameritrade Brokerage
VanEck Vectors Mortgage R... MORT	Sale (Full)	21 Apr 2022	$50,001 - $100,000	Underlying asset of TD Ameritrade Brokerage
VanEck Vectors Vietnam ET... VNM	Purchase	21 Apr 2022	$50,001 - $100,000	Underlying asset of TD Ameritrade Brokerage
American Century Internat... TWIEX	Purchase	19 Apr 2022	$1,001 - $15,000	-
Vanguard Total Stock Mark... VTI	Purchase	11 Apr 2022	$100,001 - $250,000	Underlying asset of Fidelity Brokerage #1
VanEck Vectors Mortgage R... MORT	Sale (Partial)	29 Mar 2022	$50,001 - $100,000	Underlying asset of TD Ameritrade Brokerage
Invesco S&P 500 Equal Wei... RCD	Sale (Full)	18 Mar 2022	$15,001 - $50,000	-
OMFL - Invesco Russell 10... OMFL	Purchase	16 Mar 2022	$15,001 - $50,000	-
iShares 10-20 Year Treasu... TLH	Sale (Full)	23 Feb 2022	$1,001 - $15,000	-
iShares Core Total USD Bo... IUSB	Sale (Full)	23 Feb 2022	$50,001 - $100,000	-
iShares 10 Year Investmen... IGLB	Sale (Full)	23 Feb 2022	$15,001 - $50,000	-
Aberdeen Standard Bloombe... BCI	Sale (Partial)	22 Feb 2022	$1,001 - $15,000	-
SPDR Portfolio Long Term ... SPLB	Purchase	18 Feb 2022	$15,001 - $50,000	-
iShares Core 1-5 Year USD... ISTB	Purchase	18 Feb 2022	$50,001 - $100,000	-
iShares 20+ Year Treasury... TLT	Purchase	18 Feb 2022	$15,001 - $50,000	-
VanEck Vectors Mortgage R... MORT	Purchase	17 Feb 2022	$50,001 - $100,000	Underlying asset of TD Ameritrade Brokerage
First Trust Preferred Sec... FPE	Purchase	17 Feb 2022	$15,001 - $50,000	-
JPMorgan BetaBuilders Can... BBCA	Sale (Partial)	11 Feb 2022	$1,001 - $15,000	-
iShares Global Clean Ener... ICLN	Sale (Partial)	11 Feb 2022	$1,001 - $15,000	-
Invesco S&P 500 Pure Valu... RPV	Purchase	10 Feb 2022	$15,001 - $50,000	Underlying asset of TD Ameritrade Brokerage
iShares ESG Aware MSCI EA... ESGD	Purchase	9 Feb 2022	$1,001 - $15,000	-
iShares Inc iShares MSCI ... EWZ	Purchase	9 Feb 2022	$1,001 - $15,000	-
Invesco S&P 500 Pure Valu... RPV	Purchase	8 Feb 2022	$50,001 - $100,000	Underlying asset of Fidelity Traditional IRA
Fidelity Contra Fund FCNTX	Purchase	4 Feb 2022	$1,001 - $15,000	Underlying asset of Fidelity Brokerage #1
Invesco Global Opportunit... OPGIX	Sale (Full)	28 Jan 2022	$100,001 - $250,000	Underlying asset of Fidelity Traditional IRA
VanEck Vectors Fallen Ang... ANGL	Sale (Full)	28 Jan 2022	$100,001 - $250,000	Underlying asset of Fidelity Traditional IRA
VanEck Vectors Mortgage R... MORT	Sale (Partial)	21 Jan 2022	$100,001 - $250,000	Underlying asset of TD Ameritrade Brokerage
iShares Inc iShares MSCI ... EWZ	Purchase	20 Jan 2022	$100,001 - $250,000	Underlying asset of TD Ameritrade Brokerage
iShares Inc iShares MSCI ... EWZ	Sale (Full)	18 Jan 2022	$100,001 - $250,000	Underlying asset of TD Ameritrade Brokerage
iShares Inc iShares MSCI ... EWZ	Purchase	14 Jan 2022	$100,001 - $250,000	Underlying asset of TD Ameritrade Brokerage
iShares Inc iShares MSCI ... EWZ	Sale (Full)	13 Jan 2022	$100,001 - $250,000	Underlying asset of TD Ameritrade Brokerage
VanEck Vectors Mortgage R... MORT	Sale (Full)	3 Jan 2022	$50,001 - $100,000	Underlying asset of Fidelity Brokerage #2
iShares Inc iShares MSCI ... EWZ	Sale (Full)	3 Jan 2022	$100,001 - $250,000	Underlying asset of Fidelity Brokerage #1
iShares Inc iShares MSCI ... EWZ	Purchase	3 Jan 2022	$100,001 - $250,000	Underlying asset of TD Ameritrade Brokerage
iShares MSCI Emerging Mar... EEMA	Sale (Full)	3 Jan 2022	$50,001 - $100,000	Underlying asset of Fidelity Brokerage #1