Mike Rounds

Following their disclosures vs. same money in SPY: -179.3 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	VT VTIP other	$1K–$15K	2022-12-29	2023-06-06	PDF →
SELL	VT VTIP other	$1K–$15K	2022-12-29	2023-06-06	PDF →
SELL	VE VEA	$1K–$15K	2022-12-22	2023-06-06	PDF →
BUY	VW VWO	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VG VGT	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	BN BND	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VE VEA	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VO VO	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VB VB	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VF VFH	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VN VNQ	$1K–$15K	2022-10-12	2023-06-06	PDF →
SELL	VT VTIP other	$15K–$50K	2022-10-12	2023-06-06	PDF →
BUY	VH VHT	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VN VNQI	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VI VIS	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VD VDC	$1K–$15K	2022-10-12	2023-06-06	PDF →
SELL	BN BNDX	$1K–$15K	2022-10-12	2023-06-06	PDF →
SELL	BS BSV	$1K–$15K	2022-10-12	2023-06-06	PDF →
SELL	VM VMBS	$1K–$15K	2022-10-12	2023-06-06	PDF →
BUY	VC VCR	$1K–$15K	2022-10-12	2023-06-06	PDF →
SELL	VT VTIP other	$1K–$15K	2022-10-06	2023-06-06	PDF →
SELL	VT VTIP other	$1K–$15K	2022-10-06	2023-06-06	PDF →
BUY	BN BND	$1K–$15K	2022-08-22	2023-06-06	PDF →
BUY	IA IAU other	$1K–$15K	2022-08-22	2023-06-06	PDF →
BUY	JN JNK	$1K–$15K	2022-08-22	2023-06-06	PDF →
BUY	BN BNDX	$1K–$15K	2022-08-22	2023-06-06	PDF →
BUY	VW VWO	$1K–$15K	2022-08-22	2023-06-06	PDF →
BUY	VE VEA	$1K–$15K	2022-08-22	2023-06-06	PDF →
BUY	VM VMBS	$1K–$15K	2022-08-22	2023-06-06	PDF →
BUY	VN VNQI	$1K–$15K	2022-08-22	2023-06-06	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Rounds still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
BN BND		$337K	14.9%	+5.8%	Sep 2017	Oct 2022
VT VTIP		$212K	9.4%	+32.3%	Sep 2017	Aug 2018
BS BSV		$210K	9.3%	+12.7%	Sep 2017	Oct 2022
VM VMBS		$194K	8.6%	+8.1%	Sep 2017	Oct 2022
VF VFH		$187K	8.3%	+104.3%	Sep 2017	Oct 2022
JN JNK		$143K	6.3%	+29.5%	Sep 2017	Aug 2022
VD VDE		$124K	5.5%	+230.6%	Sep 2017	Aug 2022
VE VEA		$121K	5.4%	+65.9%	Sep 2017	Dec 2022
VN VNQ		$109K	4.8%	+39.9%	Sep 2017	Oct 2022
VH VHT		$89K	3.9%	+108.8%	Sep 2017	Oct 2022
VI VIS		$88K	3.9%	+121.3%	Sep 2017	Oct 2022
VO VO		$88K	3.9%	+65.0%	Sep 2017	Oct 2022
BN BNDX		$68K	3.0%	+8.2%	Sep 2017	Oct 2022
VD VDC		$63K	2.8%	+77.4%	Sep 2017	Oct 2022
VN VNQI		$60K	2.7%	+4.4%	Sep 2017	Oct 2022
VG VGT		$57K	2.5%	+142.0%	Sep 2017	Oct 2022
VB VB		$37K	1.6%	+49.7%	Sep 2017	Oct 2022
VW VWO		$36K	1.6%	+55.6%	Sep 2017	Oct 2022
VO VOX		$26K	1.1%	+113.2%	Sep 2017	Mar 2022
VC VCR		$12K	0.5%	+49.3%	Sep 2017	Oct 2022

Filings 18 on file · every disclosure Rounds has made