Number of Shares
103,371.00
Current Holdings Value*
$5.25 Mil
% of Portfolio
1.9%
Total Estimate Gain
$717,195.30
% of Total Estimate Gain
13.80%

Duncan Williams Asset Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Duncan Williams Asset Management, LLC held 103,371.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $5.25 Mil. This investment constitutes 1.9% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2024Q4. And since then Duncan Williams Asset Management, LLC has made 2 purchases of VEA, at an average price of $50.28, for a total of 103,371.00 shares. Based on historical transaction data and VEA's current price of $57.22, Duncan Williams Asset Management, LLC's estimated gain on his VEA holdings is $717,195.30, reflecting a 13.80% gain to date.

Duncan Williams Asset Management, LLC VEA ($57.22) Holding Chart

Duncan Williams Asset Management, LLC VEA ($57.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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