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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.83M Sell
2025
Q1
$5.46M Buy
2024
Q4
$4.91M Buy
2024
Q3
$528K Buy