Duncan Williams Asset Management, LLC VTV Holdings History
Duncan Williams Asset Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Duncan Williams Asset Management, LLC held 45,989.00 shares of Vanguard Value ETF(VTV), totaling $7.94 Mil. This investment constitutes 2.87% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q3. And since then Duncan Williams Asset Management, LLC has made 3 purchases of VTV, at an average price of $171.58, for a total of 45,989.00 shares. Based on historical transaction data and VTV's current price of $178.26, Duncan Williams Asset Management, LLC's estimated gain on his VTV holdings is $307,340.23, reflecting a 3.89% gain to date.
Duncan Williams Asset Management, LLC VTV ($178.26) Holding Chart
Duncan Williams Asset Management, LLC VTV ($178.26) 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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