Number of Shares
96,362.00
Current Holdings Value*
$4.36 Mil
% of Portfolio
1.58%
Total Estimate Gain
$319,553.00
% of Total Estimate Gain
7.19%

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

As of 2025-03-31, Duncan Williams Asset Management, LLC held 96,362.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $4.36 Mil. This investment constitutes 1.58% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2024Q4. And since then Duncan Williams Asset Management, LLC has made 2 purchases of VWO, at an average price of $46.11, for a total of 96,362.00 shares. Based on historical transaction data and VWO's current price of $49.43, Duncan Williams Asset Management, LLC's estimated gain on his VWO holdings is $319,553.00, reflecting a 7.19% gain to date.

Duncan Williams Asset Management, LLC VWO ($49.43) Holding Chart

Duncan Williams Asset Management, LLC VWO ($49.43) 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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