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

Duncan Williams Asset Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$79.79 - $91.42 $250,859 - $287,424	3,144 New	3,144 $280 Million
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

1,920

252M

926K

1.38M

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

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