David P. Joyce portfolio
David P. Joyce has represented OH's 14th district in the House since 2013. Committee seats: Appropriations, Homeland Security. David P. Joyce has disclosed 169 trades (92 purchases, 76 sales); the latest was on Jan 10, 2025. Over the past year the disclosed stock holdings returned +5.7%, against +11.8% for the S&P 500.
Est. value $2.0M across 21 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| IWFgrowth ETF | $795K | Jun 19, 2023Sale (partial) | $115K–300K2 purchases | $27.13 | +286.61% | $118.71 | 4 |
| VONEVanguard Russell 1000 ETF | $216K | Mar 26, 2020Purchase | $50K–100K1 purchase | $118.96 | +67.80% | $343.35 | 1 |
| SPYSPDR S&P 500 | $205K | Jun 8, 2020Purchase | $20K–125K6 purchases | $269.08 | +145.46% | $759.43 | 6 |
| KBESPDR S&P bank ETF | $149K | Jun 8, 2020Purchase | $34K–160K6 purchases | $43.13 | +50.03% | $66.08 | 6 |
| VEAVanguard FTSE Developed M arketsETF | $136K | Jun 21, 2019Purchase | $32K–130K4 purchases | $41.57 | +67.29% | $69.57 | 4 |
| AMZNFin Corp MTN Zero Coupon 0.0% 9/25/18 Amazon.com, Inc. | $79K | Jul 3, 2017Purchase | $2K–30K2 purchases | $48.58 | +252.29% | $239.45 | 2 |
| IJHTF | $77K | Jul 24, 2019Purchase | $16K–65K2 purchases | $38.59 | +96.25% | $73.52 | 2 |
| IJRiShares Core S&P Small-Cap ETF | $72K | Jul 24, 2019Purchase | $16K–65K2 purchases | $79.56 | +96.25% | $140.65 | 2 |
| VGTVanguard Information Tech ETF | $44K | Jan 10, 2019Purchase | $1K–15K1 purchase | $21.49 | +226.93% | $117.89 | 1 |
| VCSHVanguard Short-Term Corporate bond ETF | $33K | Jul 14, 2022Purchase | $15K–50K1 purchase | $76.20 | -0.57% | $77.81 | 5 |
| DBEFEquity ETF | $31K | Jan 5, 2017Purchase | $2K–30K2 purchases | $28.62 | +77.45% | $54.82 | 2 |
| KMIKinder Morgan, Inc. | $28K | Jul 3, 2017Purchase | $2K–30K2 purchases | $19.27 | +69.43% | $33.89 | 2 |
| MDYCash payout from merge r in lieu of stockSPDR MidCap Trust Series I | $26K | Sep 14, 2021Purchase | $2K–30K2 purchases | $410.01 | +67.64% | $670.06 | 5 |
| MLPIUbS Ag ETN | $24K | Mar 17, 2017Purchase | $3K–45K3 purchases | No data | — | $54.05 | 3 |
| PPAInvesco Aerospace & Defense ETF | $18K | May 19, 2022Purchase | $1K–15K1 purchase | $69.25 | +121.26% | $160.02 | 1 |
| NKERollover Nike, Inc. | $16K | Mar 29, 2018Purchase | $3K–45K3 purchases | $59.01 | -46.51% | $38.86 | 3 |
| UPSUnited Parcel Service, I nc. | $16K | Jul 3, 2017Purchase | $2K–30K2 purchases | $110.34 | +1.51% | $108.43 | 2 |
| UNHCommon Stock | $15K | Mar 29, 2018Purchase | $1K–15K1 purchase | $214.00 | +70.27% | $407.20 | 1 |
| IVEiShares S&P 500 Value ETF | $15K | Dec 31, 2019Purchase | $1K–15K1 purchase | $130.09 | +113.27% | $240.02 | 1 |
| IWNiShares Russell 2000 Valu e ETF | $13K | Dec 31, 2019Purchase | $1K–15K1 purchase | $128.58 | +113.82% | $215.15 | 1 |
| EFAID iShares MSCI EAFE ETF | $12K | Mar 29, 2018Purchase | $1K–15K1 purchase | $69.68 | +59.01% | $103.60 | 5 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.