Number of Shares
514,105.00
Current Holdings Value*
$25.43 Mil
% of Portfolio
3.08%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
2.02%

Focused Wealth Management, Inc's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-06-30, Focused Wealth Management, Inc held 514,105.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $25.43 Mil. This investment constitutes 3.08% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.03% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2013Q4. And since then Focused Wealth Management, Inc has made 23 purchases of VWO, at an average price of $41.68, for a total of 1.31 Mil shares. In addition, there have been 11 sales at an average price of $37.38 for 796,250.00 shares. Based on historical transaction data and VWO's current price of $50.49, Focused Wealth Management, Inc's estimated gain on his VWO holdings is $1.10 Mil, reflecting a 2.02% gain to date.

Focused Wealth Management, Inc VWO ($50.49) Holding Chart

Focused Wealth Management, Inc VWO ($50.49) 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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