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Vanguard Financials ETF shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $416k 3.8k 109.91
2024-06-30 $396k 4.0k 99.87
2024-03-31 $406k 4.0k 102.39
2023-12-31 $409k 4.4k 92.26
2023-09-30 $357k 4.4k 80.33
2023-06-30 $369k 4.5k 81.25
2023-03-31 $377k 4.8k 77.90
2022-12-31 $403k 4.9k 82.73
2022-09-30 $362k 4.9k 74.52
2022-06-30 $1.1M 14k 77.16
2022-03-31 $493k 5.3k 93.32
2021-12-31 $505k 5.2k 96.48
2021-09-30 $496k 5.4k 92.62
2021-06-30 $524k 5.8k 90.38
2021-03-31 $1.0M 12k 84.47
2020-12-31 $1.1M 15k 72.83
2020-09-30 $788k 14k 58.48
2020-06-30 $838k 15k 57.17
2020-03-31 $6.2M 122k 50.72
2019-12-31 $8.7M 115k 76.28
2019-09-30 $1.0M 15k 70.01
2019-06-30 $1.2M 17k 69.00
2019-03-31 $1.2M 19k 64.55
2018-12-31 $1.4M 24k 59.34
2018-09-30 $1.7M 24k 69.36
2018-06-30 $1.7M 25k 67.46
2018-03-31 $2.1M 31k 69.47
2017-12-31 $4.5M 64k 70.04
2017-09-30 $5.0M 76k 65.36
2017-06-30 $4.3M 69k 62.55
2017-03-31 $4.2M 70k 60.48
2016-12-31 $4.4M 74k 59.34
2016-09-30 $3.7M 76k 49.35
2016-06-30 $3.6M 76k 47.36
2016-03-31 $3.3M 72k 46.35
2015-12-31 $3.8M 78k 48.45
2015-09-30 $3.5M 75k 46.29
2015-06-30 $3.6M 73k 49.67
2015-03-31 $3.1M 64k 49.28
2014-12-31 $2.7M 54k 49.70
2014-09-30 $2.2M 47k 46.44
2014-06-30 $2.1M 45k 46.38
2014-03-31 $1.9M 43k 45.54
2013-12-31 $1.4M 31k 44.43
2013-09-30 $1.1M 28k 40.79