Duncan Williams Asset Management, LLC VOO Holdings History
Duncan Williams Asset Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Duncan Williams Asset Management, LLC held 14,563.00 shares of Vanguard S&P 500 ETF(VOO), totaling $7.48 Mil. This investment constitutes 2.7% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q3. And since then Duncan Williams Asset Management, LLC has made 3 purchases of VOO, at an average price of $541.13, for a total of 14,563.00 shares. Based on historical transaction data and VOO's current price of $575.22, Duncan Williams Asset Management, LLC's estimated gain on his VOO holdings is $496,464.45, reflecting a 6.30% gain to date.
Duncan Williams Asset Management, LLC VOO ($575.22) Holding Chart
Duncan Williams Asset Management, LLC VOO ($575.22) 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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