Number of Shares
7,736.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
0.37%
Total Estimate Gain
$393,549.66
% of Total Estimate Gain
14.26%

Focused Wealth Management, Inc's Vanguard S&P 500 Growth ETF Holding Summary

As of 2025-06-30, Focused Wealth Management, Inc held 7,736.00 shares of Vanguard S&P 500 Growth ETF(VOOG), totaling $3.07 Mil. This investment constitutes 0.37% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.02% of the outstanding Vanguard S&P 500 Growth ETF(VOOG) stock.

The initial trade took place in 2025Q2. And since then Focused Wealth Management, Inc has made 1 purchases of VOOG, at an average price of $356.63, for a total of 7,736.00 shares. Based on historical transaction data and VOOG's current price of $407.50, Focused Wealth Management, Inc's estimated gain on his VOOG holdings is $393,549.66, reflecting a 14.26% gain to date.

Focused Wealth Management, Inc VOOG ($407.50) Holding Chart

Focused Wealth Management, Inc VOOG ($407.50) 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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