Focused Wealth Management, Inc VBK Holdings History
Focused Wealth Management, Inc's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-06-30, Focused Wealth Management, Inc held - shares of Vanguard Small Cap Growth ETF(VBK), totaling N/A. This investment constitutes 0% of their stock portfolio, and Focused Wealth Management, Inc now holds 0% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2013Q4. And since then Focused Wealth Management, Inc has made 7 purchases of VBK, at an average price of $225.47, for a total of 30,391.00 shares. In addition, there have been 4 sales at an average price of $256.54 for 30,391.00 shares. Based on historical transaction data and VBK's current price of $283.29, Focused Wealth Management, Inc's estimated gain on his VBK holdings is $944,224.47, reflecting a 13.78% gain to date.
Focused Wealth Management, Inc VBK ($283.29) Holding Chart
Focused Wealth Management, Inc VBK ($283.29) 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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