No House member has disclosed a DVAL trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.1 | 1.9 | -3.4 | 3.6 | 0.5 | 2.1 | 3.9 | 1.4 | -5.0 | -1.3 | +7.7% | ||
| 2025 | 3.9 | -0.4 | -3.2 | -3.4 | 4.7 | 3.4 | 0.2 | 2.2 | 0.3 | -1.5 | 1.7 | -1.1 | +6.6% |
| 2024 | 0.8 | 4.1 | 6.0 | -5.6 | 2.4 | -1.1 | 5.1 | 1.5 | 1.6 | -1.2 | 7.3 | -10.3 | +9.7% |
| 2023 | 7.9 | -2.9 | -4.3 | 0.4 | -4.7 | 7.3 | 3.6 | -2.2 | -2.8 | -2.1 | 4.5 | 3.7 | +7.5% |
| 2022 | 6.7 | -15.5 | −9.9% |
The fund will only invest in U.S. traded companies, which may include companies incorporated outside the U.S. which conduct a significant portion of their activities in the U.S. and are considered U.S. companies in the Russell U.S. indices. In addition, under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or other instruments with similar economic characteristics. The fund may have significant positions in particular sectors from time to time.
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