Andrew Wheeler: net worth, assets and stock trades

Andrew Wheeler in short

What is Andrew Wheeler's net worth?

Based on the 2021 financial disclosure report (filed January 26, 2021), Andrew Wheeler's net worth was between $516,000 and $2.7 million, with a middle estimate of $1.6 million. The report lists 43 assets worth $1.3 million to $3.1 million and 2 liabilities of $350,000 to $750,000. Values are filed as ranges, so net worth is a range. As reported, the figures leave out the personal home.

What stocks does Andrew Wheeler own?

The 2021 report lists 27 stock, fund and option holdings. The largest are: - Vanguard Instl Trgt Retire 2030 Instl (VTTWX), $500,001 - $1,000,000; - Vanguard Total Stock Market Idx I (VITSX), $15,001 - $50,000; Congress Mid Cap Growth Instl (IMIDX), $15,001 - $50,000; AAM/HIMCO Short Dur I (ASDIX), $15,001 - $50,000; Delaware Value Instl (DDVIX), $15,001 - $50,000; Fidelity Adv Intl Cap App I (FCPIX), $15,001 - $50,000; Franklin Intl Growth ADV (FNGZX), $15,001 - $50,000; PGIM Jenn GLBL Opp Z (PRJZX), $15,001 - $50,000; Putnam Ultra SHT Dur Inc Y (PSDYX), $15,001 - $50,000; Virtus Kar Small - Cap Growth I (PXSGX), $15,001 - $50,000.

Does Andrew Wheeler trade stocks?

Andrew Wheeler reported 4 trades (4 buys and 0 sells), the latest on March 17, 2020. Trades by the spouse and dependent children are included.

From official financial disclosure reports. Amounts are filed as ranges, so values are estimates.