Lloyd DoggettFiling

Annual Report | Filed on 27 Jul 2023

This congressional financial disclosure from Lloyd Doggett (annual report) contains 73 stock trades. It was filed on 27 July 2023. Reported tickers include VTIAX, VMVAX, VWNFX, BVALX, OAKIX, and 33 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Lloyd Doggett

Filing Type

Annual Report

Filed Date

27 Jul 2023

View Original Filing (PDF)

Transactions

73 transactions


Vanguard Total Internatio... VTIAX	P	N/A	$1,001 - $15,000	-
Vanguard Mid-Cap Value In... VMVAX	P	N/A	$1,001 - $15,000	-
Brown Advisory Tax Exempt... BITEX	P	30 Dec 2022	$100,001 - $250,000	-
PIMCO Income Fund (PIMIX) PIMIX	S (partial)	30 Dec 2022	$50,001 - $100,000	-
Driehaus Micro Cap Growth... DMCRX	S (partial)	30 Dec 2022	$50,001 - $100,000	-
Vanguard Dividend Growth ... VDIGX	P	30 Dec 2022	$250,001 - $500,000	-
Vanguard Energy Fund Inve... VGENX	P	28 Dec 2022	$1,001 - $15,000	-
Parnassus Core Equity Fun... PRILX	S	27 Dec 2022	$250,001 - $500,000	-
Vanguard Municipal Money ... VMSXX	P	27 Dec 2022	$15,001 - $50,000	-
Edgewood Growth Fund Inst... EQFIX	P	27 Dec 2022	$50,001 - $100,000	-
Brown Advisory Tax Exempt... BITEX	P	27 Dec 2022	$100,001 - $250,000	-
Vanguard Windsor II Fund ... VWNFX	P	19 Dec 2022	$1,001 - $15,000	-
Vanguard Selected Value F... VASVX	P	19 Dec 2022	$50,001 - $100,000	-
Home Depot, Inc. (HD) HD	P	16 Dec 2022	$1,001 - $15,000	Reinvest Shares
Oakmark International Fun... OAKIX	P	15 Dec 2022	$1,001 - $15,000	-
Calvert Small Cap Fund;I ... CSVIX	P	15 Dec 2022	$100,001 - $250,000	-
Vanguard US Growth Fund;A... VWUAX	P	14 Dec 2022	$1,001 - $15,000	-
Brown Advisory Beutel Goo... BVALX	P	13 Dec 2022	$1,001 - $15,000	-
PPG Industries, Inc. (PPG... PPG	P	13 Dec 2022	$1,001 - $15,000	Reinvest Shares
Vanguard Municipal Money ... VMSXX	P	7 Dec 2022	$15,001 - $50,000	-
Johnson & Johnson (JNJ) JNJ	P	7 Dec 2022	$1,001 - $15,000	Reinvest Shares
Parnassus Core Equity Fun... PRILX	P	17 Nov 2022	$15,001 - $50,000	-
Procter & Gamble Company ... PG	P	16 Nov 2022	$1,001 - $15,000	Reinvest shares
Coca-Cola Company (KO) KO	P	3 Oct 2022	$1,001 - $15,000	Reinvest Shares
PPG Industries, Inc. (PPG... PPG	P	12 Sept 2022	$1,001 - $15,000	Reinvest Shares
Procter & Gamble Company ... PG	P	16 Aug 2022	$1,001 - $15,000	Reinvest Shares
Schwab Municipal Money Fu... SWTXX	P	27 Jun 2022	$100,001 - $250,000	-
Schwab Government Money F... SNVXX	P	27 Jun 2022	$15,001 - $50,000	-
Schwab Value Advantage (S... SWVXX	P	27 Jun 2022	$50,001 - $100,000	-
International Business Ma... IBM	P	10 Jun 2022	$1,001 - $15,000	Reinvest Shares
Johnson & Johnson (JNJ) JNJ	P	7 Jun 2022	$1,001 - $15,000	Reinvest Shares
Procter & Gamble Company ... PG	P	16 May 2022	$1,001 - $15,000	Reinvest shares
Procter & Gamble Company ... PG	P	16 Feb 2022	$1,001 - $15,000	Reinvest Shares
Cohen & Steers Preferred ... CPXIX	P	N/A	$1,001 - $15,000	-
Spyglass Growth Fund;Inst... SPYGX	P	15 Mar 2022	$50,001 - $100,000	-
Akre Focus Fund (AKRIX) AKRIX	S (partial)	15 Mar 2022	$100,001 - $250,000	-
Vanguard Intermediate-Ter... VWIUX	P	N/A	$1,001 - $15,000	-
Nuveen All American Munic...	S (partial)	30 Dec 2022	$100,001 - $250,000	-
Vanguard High-Yield Tax E... VWALX	S	30 Dec 2022	$100,001 - $250,000	-
Brown Advisory Beutel Goo... BVALX	P	27 Dec 2022	$1,001 - $15,000	-
Vanguard Selected Value F... VASVX	S	27 Dec 2022	$15,001 - $50,000	-
Cohen & Steers Preferred ... CPXIX	S (partial)	27 Dec 2022	$100,001 - $250,000	-
Calvert Small Cap Fund;I ... CSVIX	P	27 Dec 2022	$100,001 - $250,000	-
Vanguard Small-Cap Index ... VSMAX	P	21 Dec 2022	$1,001 - $15,000	-
American Century Ultra In... TWCUX	P	21 Dec 2022	$15,001 - $50,000	-
Vanguard PRIMECAP Fund;Ad... VPMAX	P	19 Dec 2022	$100,001 - $250,000	-
Coca-Cola Company (KO) KO	P	16 Dec 2022	$1,001 - $15,000	Reinvest Shares
Schwab International Inde... SWISX	P	16 Dec 2022	$1,001 - $15,000	-
Franklin Mutual Shares Fu... MUTHX	P	15 Dec 2022	$1,001 - $15,000	-
International Business Ma... IBM	P	13 Dec 2022	$1,001 - $15,000	Reinvest Shares
Vanguard Selected Value F... VASVX	S	7 Dec 2022	$15,001 - $50,000	-
First Business Bank CD	P	17 Nov 2022	$100,001 - $250,000	-
Schwab Municipal Money Fu... SWTXX	P	14 Nov 2022	$15,001 - $50,000	-
Schwab Municipal Money Fu... SWTXX	S (partial)	2 Nov 2022	$1,001 - $15,000	-
Vanguard Small-Cap Index ... VSMAX	P	22 Sept 2022	$1,001 - $15,000	-
Home Depot, Inc. (HD) HD	P	15 Sept 2022	$1,001 - $15,000	Reinvest Shares
International Business Ma... IBM	P	12 Sept 2022	$1,001 - $15,000	Reinvest Shares
Johnson & Johnson (JNJ) JNJ	P	6 Sept 2022	$1,001 - $15,000	Reinvest Shares
Schwab Value Advantage (S... SWVXX	S (partial)	8 Aug 2022	$50,001 - $100,000	-
Coca-Cola Company (KO) KO	P	1 Jul 2022	$1,001 - $15,000	Reinvest shares
Schwab Value Advantage (S... SWVXX	P	27 Jun 2022	$15,001 - $50,000	-
Vanguard Windsor II Fund ... VWNFX	P	17 Jun 2022	$1,001 - $15,000	-
Home Depot, Inc. (HD) HD	P	17 Jun 2022	$1,001 - $15,000	Reinvest Shares
PPG Industries, Inc. (PPG... PPG	P	10 Jun 2022	$1,001 - $15,000	Reinvest Shares
Schwab Value Advantage (S... SWVXX	S (partial)	24 May 2022	$1,001 - $15,000	-
Schwab Value Advantage (S... SWVXX	S (partial)	5 May 2022	$1,001 - $15,000	-
Coca-Cola Company (KO) KO	P	1 Apr 2022	$1,001 - $15,000	Reinvest Shares
Home Depot, Inc. (HD) HD	P	24 Mar 2022	$1,001 - $15,000	Reinvest Shares
FIERA CAPITAL INTERNATION... FCIUX	P	15 Mar 2022	$50,001 - $100,000	-
PPG Industries, Inc. (PPG... PPG	P	11 Mar 2022	$1,001 - $15,000	Reinvest Shares
International Business Ma... IBM	P	10 Mar 2022	$1,001 - $15,000	Reinvest Shares
Vanguard Total Stock Mark... VTSMX	P	N/A	$1,001 - $15,000	-
Vanguard Growth Index Fun... VIGAX	P	N/A	$1,001 - $15,000	-