Duncan Williams Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Duncan Williams Asset Management, LLC
- $277 Billion
- Q1 2025
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 11,480 shares of VIG stock, worth $2.09 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
11,480
Previous 12,320
6.82%
Holding current value
$2.09 Million
Previous $2.41 Billion
7.69%
% of portfolio
0.8%
Previous 0.95%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,512Shares Held
216MCall Options Held
578KPut Options Held
196K-
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
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio