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 SCOTTSDALE FDS (VCIT). 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 | 547,148 | +51,524 | +10.4% | 4.79% | $45.8M | $83.12 |
| 2025 Q3 | ADDED | 495,624 | +45,077 | +10.0% | 4.44% | $41.7M | $82.18 |
| 2025 Q2 | ADDED | 450,547 | +21,536 | +5.0% | 4.52% | $37.4M | $80.05 |
| 2025 Q1 | ADDED | 429,011 | +26,183 | +6.5% | 4.74% | $35.1M | $78.01 |
| 2024 Q4 | ADDED | 402,828 | +30,295 | +8.1% | 4.36% | $32.3M | $76.02 |
| 2024 Q3 | ADDED | 372,533 | +20,379 | +5.8% | 4.06% | $31.2M | $78.14 |
| 2024 Q2 | ADDED | 352,154 | +19,044 | +5.7% | 4.02% | $28.1M | $73.76 |
| 2024 Q1 | ADDED | 333,110 | +18,300 | +5.8% | 4.12% | $26.8M | $73.47 |
| 2023 Q4 | REDUCED | 314,810 | -1,854 | -0.6% | 4.21% | $25.6M | $73.67 |
| 2023 Q3 | ADDED | 316,664 | +19,885 | +6.7% | 4.25% | $24.1M | $67.91 |
As of 2025 Q4 — sorted by position size