Number of Shares
228,749.00
Current Holdings Value*
$20.61 Mil
% of Portfolio
2.5%
Total Estimate Gain
$3.16 Mil
% of Total Estimate Gain
17.45%

Focused Wealth Management, Inc's Vanguard International Dividend Appreciation ETF Holding Summary

As of 2025-06-30, Focused Wealth Management, Inc held 228,749.00 shares of Vanguard International Dividend Appreciation ETF(VIGI), totaling $20.61 Mil. This investment constitutes 2.5% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.25% of the outstanding Vanguard International Dividend Appreciation ETF(VIGI) stock.

The initial trade took place in 2023Q2. And since then Focused Wealth Management, Inc has made 8 purchases of VIGI, at an average price of $75.45, for a total of 239,800.00 shares. In addition, there have been 1 sales at an average price of $83.90 for 11,051.00 shares. Based on historical transaction data and VIGI's current price of $88.85, Focused Wealth Management, Inc's estimated gain on his VIGI holdings is $3.16 Mil, reflecting a 17.45% gain to date.

Focused Wealth Management, Inc VIGI ($88.85) Holding Chart

Focused Wealth Management, Inc VIGI ($88.85) 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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