Duncan Williams Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Duncan Williams Asset Management, LLC
- $181 Billion
- Q3 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 1.34% of its overall portfolio holdings.
Number of Shares
12,320
Previous 11,408
7.99%
Holding current value
$2.24 Million
Previous $2.08 Billion
17.17%
% of portfolio
1.34%
Previous 1.76%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,229Shares Held
203MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio