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

Duncan Williams Asset Management, LLC

  • $277 Billion
  • Q1 2025

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 3,144 shares of VNQ stock, worth $276,703. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,144
Previous 3,628 13.34%
Holding current value
$276,703
Previous $323 Million 11.92%
% of portfolio
0.1%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$85.55 - $94.34 $41,406 - $45,660
-484 Reduced 13.34%
3,144 $285 Million
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
1,931
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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