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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in Vanguard Intermediate Tm Cpte Bd ETF

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Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 315k 81.28
2023-09-30 $24M 317k 75.98
2023-06-30 $24M 297k 79.03
2023-03-31 $23M 292k 80.22
2022-12-31 $19M 244k 77.51
2022-09-30 $23M 305k 75.68
2022-06-30 $24M 300k 80.02
2022-03-31 $1.6M 19k 86.05
2021-12-31 $1.7M 19k 92.76
2021-09-30 $1.5M 16k 94.43
2021-06-30 $1.1M 11k 95.09
2021-03-31 $1.0M 11k 92.98
2020-12-31 $1.1M 11k 97.17
2020-09-30 $1.1M 11k 95.83
2020-06-30 $1.0M 11k 95.18
2020-03-31 $942k 11k 87.10
2019-12-31 $983k 11k 91.30
2019-09-30 $982k 11k 91.20
2019-06-30 $65k 728 89.29
2019-03-31 $66k 763 86.50
2018-12-31 $63k 763 82.57
2018-09-30 $64k 763 83.88
2018-06-30 $64k 763 83.88
2018-03-31 $65k 763 85.19
2017-12-31 $128k 1.5k 87.49
2017-09-30 $129k 1.5k 88.17
2017-06-30 $67k 763 87.81
2017-03-31 $66k 763 86.50
2016-12-31 $68k 790 86.08
2016-09-30 $71k 790 89.87
2016-06-30 $71k 790 89.87
2016-03-31 $69k 790 87.34
2015-12-31 $288k 3.4k 84.04
2015-09-30 $293k 3.4k 85.50
2015-06-30 $363k 4.3k 85.25
2015-03-31 $327k 3.7k 87.76
2014-12-31 $321k 3.7k 86.17
2014-09-30 $319k 3.7k 85.66
2014-06-30 $322k 3.7k 86.47
2014-03-31 $316k 3.7k 84.88
2013-12-31 $308k 3.7k 82.75
2013-09-30 $324k 3.9k 83.46

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Royal Bank of Canada
Goldman Sachs Group
Wells Fargo & Company
Charles Schwab Investment Management
Dai-Ichi Life Insurance Company
Vanguard Group
UBS Group
Ronald Blue Trust
Nepc
Raymond James & Associates
MEMBERS Trust

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF