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Duncan Williams Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Duncan Williams Asset Management’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.83M Sell
24,619
-19
-0.1% -$4.5K 1.84% 13
2025
Q1 		$5.46M Buy
24,638
+4,217
+21% +$935K 1.97% 11
2024
Q4 		$4.91M Buy
20,421
+18,197
+818% +$4.37M 1.93% 11
2024
Q3 		$528K Buy
+2,224
New +$528K 0.29% 68