Duncan Williams Asset Management, LLC VUG Holdings History
Duncan Williams Asset Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Duncan Williams Asset Management, LLC held 96,853.00 shares of Vanguard Growth ETF(VUG), totaling $35.92 Mil. This investment constitutes 12.97% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q1. And since then Duncan Williams Asset Management, LLC has made 4 purchases of VUG, at an average price of $344.49, for a total of 96,853.00 shares. Based on historical transaction data and VUG's current price of $437.26, Duncan Williams Asset Management, LLC's estimated gain on his VUG holdings is $8.99 Mil, reflecting a 26.93% gain to date.
Duncan Williams Asset Management, LLC VUG ($437.26) Holding Chart
Duncan Williams Asset Management, LLC VUG ($437.26) 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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