DWAM
Duncan Williams Asset Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9M | Buy |
100,169
+3,316
| +3% | +$1.45M | 13.86% | 1 |
|
|
2025
Q1 | $35.9M | Buy |
96,853
+5,432
| +6% | +$2.01M | 12.97% | 1 |
|
|
2024
Q4 | $37.5M | Buy |
91,421
+5,949
| +7% | +$2.44M | 14.77% | 1 |
|
|
2024
Q3 | $32.8M | Buy |
85,472
+10,877
| +15% | +$4.18M | 18.08% | 1 |
|
|
2024
Q2 | $27.9M | Buy |
74,595
+5,522
| +8% | +$2.07M | 23.52% | 1 |
|
|
2024
Q1 | $23.8M | Buy |
+69,073
| New | +$23.8M | 21.42% | 1 |
|