Number of Shares
290,225.00
Current Holdings Value*
$21.32 Mil
% of Portfolio
2.88%
Total Estimate Gain
$-2.76 Mil
% of Total Estimate Gain
-3.86%

Focused Wealth Management, Inc's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Focused Wealth Management, Inc held 290,225.00 shares of Vanguard Total Bond Market ETF(BND), totaling $21.32 Mil. This investment constitutes 2.88% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2013Q4. And since then Focused Wealth Management, Inc has made 12 purchases of BND, at an average price of $76.32, for a total of 937,484.00 shares. In addition, there have been 16 sales at an average price of $73.50 for 647,259.00 shares. Based on historical transaction data and BND's current price of $73.08, Focused Wealth Management, Inc's estimated gain on his BND holdings is $-2.76 Mil, reflecting a -3.86% gain to date.

Focused Wealth Management, Inc BND ($73.08) Holding Chart

Focused Wealth Management, Inc BND ($73.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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