DWAM
Duncan Williams Asset Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
3,006
| – | – | 0.12% | 99 |
|
|
2025
Q1 | $387K | Hold |
3,006
| – | – | 0.14% | 96 |
|
|
2024
Q4 | $375K | Hold |
3,006
| – | – | 0.15% | 101 |
|
|
2024
Q3 | $386K | Hold |
3,006
| – | – | 0.21% | 83 |
|
|
2024
Q2 | $356K | Hold |
3,006
| – | – | 0.3% | 50 |
|
|
2024
Q1 | $359K | Buy |
+3,006
| New | +$359K | 0.32% | 51 |
|