Focused Wealth Management, Inc VYM Holdings History
Focused Wealth Management, Inc's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Focused Wealth Management, Inc held 206,715.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $27.56 Mil. This investment constitutes 3.34% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.05% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2013Q4. And since then Focused Wealth Management, Inc has made 24 purchases of VYM, at an average price of $74.33, for a total of 473,906.00 shares. In addition, there have been 13 sales at an average price of $86.27 for 267,191.00 shares. Based on historical transaction data and VYM's current price of $134.69, Focused Wealth Management, Inc's estimated gain on his VYM holdings is $15.67 Mil, reflecting a 44.48% gain to date.
Focused Wealth Management, Inc VYM ($134.69) Holding Chart
Focused Wealth Management, Inc VYM ($134.69) 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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