Ownership history in Focused Wealth Management, Inc · 50 quarters on record
This page tracks every 13F SEC filing in which Focused Wealth Management, Inc reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 54,191 | +2,543 | +4.9% | 1.46% | $14.0M | $257.95 |
| 2025 Q3 | ADDED | 51,648 | +2,462 | +5.0% | 1.40% | $13.1M | $253.38 |
| 2025 Q2 | ADDED | 49,186 | +1,498 | +3.1% | 1.41% | $11.7M | $235.40 |
| 2025 Q1 | ADDED | 47,688 | +1,963 | +4.3% | 1.43% | $10.6M | $219.54 |
| 2024 Q4 | ADDED | 45,725 | +1,634 | +3.7% | 1.48% | $11.0M | $236.92 |
| 2024 Q3 | ADDED | 44,091 | +1,113 | +2.6% | 1.36% | $10.5M | $233.03 |
| 2024 Q2 | ADDED | 42,978 | +1,829 | +4.4% | 1.34% | $9.4M | $213.56 |
| 2024 Q1 | ADDED | 41,149 | +2,206 | +5.7% | 1.44% | $9.4M | $223.02 |
| 2023 Q4 | ADDED | 38,943 | +37,343 | +2333.9% | 1.37% | $8.3M | $207.51 |
| 2023 Q3 | REDUCED | 1,600 | -908 | -36.2% | 0.05% | $303K | $182.97 |
As of 2025 Q4 — sorted by position size