Ownership history in Focused Wealth Management, Inc Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Focused Wealth Management, Inc underperformed the S&P 500 by β3.4% annually on this VB position. Timing score: 51% (23/45 decisions correct). Average cost basis: $149.73. Maximum drawdown during holding period: β30.1%.
β οΈ Trailed SPY by 3.4% ann. on this position.
49 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
23 of 45 add/trim decisions correct
Best entry: $84.86 (2013 Q3) Β· Worst: $257.95 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
28 adds Β· 18 trims. Bought during 7 of 14 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.46% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size