Dan SullivanFiling
Annual Report | Filed on 13 Aug 2025
This congressional financial disclosure from Dan Sullivan (annual report) filed on August 13, 2025 contains 62 stock trades including VWIUX, GTCSX, GQEIX, QQQ, VOO and 20 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.
Free asset at sign up • Eligible regions only
Live portfolio tracking
Automatic rebalancing
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.
Not available in the US.
Past Performance is not an indication of future results.
*Free asset promotion available at sign up in eligible regions only. Terms and conditions apply.
Politician Name
Dan SullivanFiling Type
Annual Report
Filed Date
13 Aug 2025
Transactions
62 transactions
BlackRock Moderate Portfo... | Sale (Full) | 31 Dec 2024 | $1,001 - $15,000 | Spouse; Held by 529 Account Child #3 |
BlackRock College 2020 Op... | Sale (Full) | 31 Dec 2024 | $15,001 - $50,000 | Spouse; Held by 529 Account Child #3 |
BlackRock Growth Portfoli... | Sale (Full) | 31 Dec 2024 | $1,001 - $15,000 | Spouse; Held by 529 Account Child #3 |
HNACX | Purchase | 20 Dec 2024 | $1,001 - $15,000 | Dependent Child |
GFAFX | Sale (Partial) | 20 Dec 2024 | $15,001 - $50,000 | Joint |
ABCIX | Purchase | 20 Dec 2024 | $1,001 - $15,000 | Joint |
MALOX | Sale (Partial) | 20 Dec 2024 | $1,001 - $15,000 | Joint |
DODGX | Purchase | 19 Dec 2024 | $1,001 - $15,000 | Dependent Child |
GQEIX | Purchase | 18 Dec 2024 | $1,001 - $15,000 | Joint |
GTCSX | Purchase | 16 Dec 2024 | $1,001 - $15,000 | Joint |
WCMIX | Sale (Partial) | 6 Dec 2024 | $1,001 - $15,000 | Dependent Child |
WCMIX | Purchase | 6 Dec 2024 | $15,001 - $50,000 | Joint |
POLIX | Purchase | 4 Dec 2024 | $1,001 - $15,000 | Joint |
QQQ | Purchase | 5 Nov 2024 | $15,001 - $50,000 | Joint |
EAGL | Purchase | 4 Nov 2024 | $50,001 - $100,000 | Joint |
EAGL | Purchase | 15 Oct 2024 | $50,001 - $100,000 | Joint |
Vanguard Index Funds Smal... | Purchase | 14 Oct 2024 | $15,001 - $50,000 | Joint |
VNQ | Purchase | 14 Oct 2024 | $15,001 - $50,000 | Joint |
VWIUX | Purchase | 14 Oct 2024 | $15,001 - $50,000 | Joint |
Vanguard Index Funds Smal... | Purchase | 31 Jul 2024 | $15,001 - $50,000 | Joint |
MALOX | Sale (Partial) | 18 Jul 2024 | $1,001 - $15,000 | Joint |
VWIUX | Purchase | 28 Jun 2024 | $50,001 - $100,000 | Joint |
Glenmede Ptfls Muni Inter... | Sale (Full) | 28 Jun 2024 | $50,001 - $100,000 | Joint |
VWIUX | Purchase | 20 Jun 2024 | $1,001 - $15,000 | Joint |
Conestoga Small Cap Fund ... | Sale (Partial) | 20 Jun 2024 | $15,001 - $50,000 | Joint |
POLIX | Sale (Partial) | 20 Jun 2024 | $15,001 - $50,000 | Joint |
VOO | Purchase | 20 Jun 2024 | $15,001 - $50,000 | Joint |
VAIPX | Sale (Partial) | 20 Jun 2024 | $15,001 - $50,000 | Joint |
VWIUX | Purchase | 21 Mar 2024 | $1,001 - $15,000 | Joint |
VNQ | Purchase | 21 Mar 2024 | $15,001 - $50,000 | Joint |
GQEIX | Purchase | 21 Mar 2024 | $15,001 - $50,000 | Joint |
MALOX | Sale (Partial) | 21 Mar 2024 | $15,001 - $50,000 | Joint |
AFTFX | Sale (Partial) | 21 Mar 2024 | $1,001 - $15,000 | Joint |
VOO | Purchase | 21 Mar 2024 | $15,001 - $50,000 | Joint |
Vanguard Index Funds Smal... | Purchase | 21 Mar 2024 | $15,001 - $50,000 | Joint |
MANLX | Sale (Partial) | 21 Mar 2024 | $1,001 - $15,000 | Joint |
DODGX | Sale (Full) | 21 Mar 2024 | $1,001 - $15,000 | Joint |
NARAX | Sale (Partial) | 21 Mar 2024 | $1,001 - $15,000 | Joint |
VOO | Purchase | 14 Feb 2024 | $1,001 - $15,000 | Dependent Child |
NARAX | Sale (Partial) | 30 Jan 2024 | $1,001 - $15,000 | Joint |
IJR | Purchase | 29 Jan 2024 | $15,001 - $50,000 | Joint |
VAIPX | Sale (Partial) | 29 Jan 2024 | $1,001 - $15,000 | Joint |
MALOX | Sale (Partial) | 29 Jan 2024 | $15,001 - $50,000 | Joint |
PVAL | Purchase | 29 Jan 2024 | $50,001 - $100,000 | Joint |
MANLX | Sale (Partial) | 29 Jan 2024 | $1,001 - $15,000 | Joint |
GTCSX | Purchase | 24 Jan 2024 | $1,001 - $15,000 | Joint |
VOO | Purchase | 24 Jan 2024 | $15,001 - $50,000 | Joint |
RPM | Sale (Partial) | 24 Jan 2024 | $15,001 - $50,000 | Joint; Third Party investment professional manages portfolio and oversees l... |
GQGIX | Sale (Full) | 24 Jan 2024 | $50,001 - $100,000 | Joint |
VWIUX | Purchase | 24 Jan 2024 | $15,001 - $50,000 | Joint |
PVAL | Purchase | 23 Jan 2024 | $15,001 - $50,000 | Joint |
EMXC | Purchase | 23 Jan 2024 | $15,001 - $50,000 | Joint |
GTCSX | Purchase | 8 Jan 2024 | $15,001 - $50,000 | Joint |
VOO | Purchase | 8 Jan 2024 | $100,001 - $250,000 | Joint |
IJR | Purchase | 8 Jan 2024 | $15,001 - $50,000 | Joint |
BMVP | Sale (Partial) | 8 Jan 2024 | $1,001 - $15,000 | Joint |
GFAFX | Sale (Partial) | 8 Jan 2024 | $1,001 - $15,000 | Joint |
AFTFX | Sale (Partial) | 8 Jan 2024 | $1,001 - $15,000 | Joint |
MANLX | Sale (Partial) | 8 Jan 2024 | $1,001 - $15,000 | Joint |
MALOX | Sale (Partial) | 8 Jan 2024 | $1,001 - $15,000 | Joint |
DODFX | Purchase | 8 Jan 2024 | $15,001 - $50,000 | Joint |
NARAX | Sale (Partial) | 8 Jan 2024 | $1,001 - $15,000 | Joint |