Focused Wealth Management, Inc VTV Holdings History
Focused Wealth Management, Inc's Vanguard Value ETF Holding Summary
As of 2025-03-31, Focused Wealth Management, Inc held 627,807.00 shares of Vanguard Value ETF(VTV), totaling $108.45 Mil. This investment constitutes 14.66% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.08% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2013Q4. And since then Focused Wealth Management, Inc has made 25 purchases of VTV, at an average price of $121.28, for a total of 707,756.00 shares. In addition, there have been 12 sales at an average price of $127.95 for 79,949.00 shares. Based on historical transaction data and VTV's current price of $178.20, Focused Wealth Management, Inc's estimated gain on his VTV holdings is $36.27 Mil, reflecting a 42.26% gain to date.
Focused Wealth Management, Inc VTV ($178.20) Holding Chart
Focused Wealth Management, Inc VTV ($178.20) 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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