Duncan Williams Asset Management, LLC Vanguard Specialized Funds Van Transaction History

Duncan Williams Asset Management, LLC

  • $254 Billion
  • Q4 2024

A detailed history of Duncan Williams Asset Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 3,628 shares of VNQ stock, worth $325,105. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,628
Previous 3,281 10.58%
Holding current value
$325,105
Previous $320 Million 1.11%
% of portfolio
0.13%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$87.85 - $98.6 $30,483 - $34,214
347 Added 10.58%
3,628 $323 Million
Q3 2024

Oct 03, 2024
BUY
$82.97 - $98.97 $272,224 - $324,720
3,281 New
3,281 $320 Million

Others Institutions Holding VNQ

# of Institutions
1,823
Shares Held
238M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Duncan Williams Asset Management, LLC Portfolio

Follow Duncan Williams Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Duncan Williams Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Duncan Williams Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email