Number of Shares
429,011.00
Current Holdings Value*
$35.08 Mil
% of Portfolio
4.74%
Total Estimate Gain
$237,061.05
% of Total Estimate Gain
0.59%

Focused Wealth Management, Inc's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Focused Wealth Management, Inc held 429,011.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $35.08 Mil. This investment constitutes 4.74% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.07% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2013Q4. And since then Focused Wealth Management, Inc has made 24 purchases of VCIT, at an average price of $81.22, for a total of 496,363.00 shares. In addition, there have been 6 sales at an average price of $76.98 for 67,352.00 shares. Based on historical transaction data and VCIT's current price of $82.44, Focused Wealth Management, Inc's estimated gain on his VCIT holdings is $237,061.05, reflecting a 0.59% gain to date.

Focused Wealth Management, Inc VCIT ($82.44) Holding Chart

Focused Wealth Management, Inc VCIT ($82.44) 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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