Duncan Williams Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Duncan Williams Asset Management, LLC
- $254 Billion
- Q4 2024
A detailed history of Duncan Williams Asset Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 12,320 shares of VIG stock, worth $2.24 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
12,320
Previous 12,320
-0.0%
Holding current value
$2.24 Million
Previous $2.44 Billion
1.13%
% of portfolio
0.95%
Previous 1.34%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio