Focused Wealth Management »

Vanguard Dividend Appreciation ETF shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $416k 2.4k 170.43
2023-09-30 $411k 2.6k 155.37
2023-06-30 $429k 2.6k 162.41
2023-03-31 $407k 2.6k 153.99
2022-12-31 $401k 2.6k 151.87
2022-09-30 $357k 2.6k 135.18
2022-06-30 $391k 2.7k 143.43
2022-03-31 $442k 2.7k 162.14
2021-12-31 $468k 2.7k 171.74
2021-09-30 $418k 2.7k 153.39
2021-06-30 $422k 2.7k 154.92
2021-03-31 $406k 2.8k 146.94
2020-12-31 $390k 2.8k 141.15
2020-09-30 $358k 2.8k 128.82
2020-06-30 $326k 2.8k 117.35
2020-03-31 $287k 2.8k 103.31
2019-12-31 $346k 2.8k 124.59
2019-09-30 $332k 2.8k 119.55
2019-06-30 $323k 2.8k 115.11
2019-03-31 $309k 2.8k 109.61
2018-12-31 $351k 3.6k 97.91
2018-09-30 $472k 4.3k 110.69
2018-06-30 $433k 4.3k 101.64
2018-03-31 $430k 4.3k 100.99
2017-12-31 $406k 4.0k 102.01
2017-09-30 $404k 4.3k 94.79
2017-06-30 $370k 4.0k 92.62
2017-03-31 $382k 4.3k 89.88
2016-12-31 $389k 4.6k 85.21
2016-09-30 $386k 4.6k 83.86
2016-06-30 $391k 4.7k 83.33
2016-03-31 $487k 6.0k 81.23
2015-12-31 $2.0M 26k 77.75
2015-09-30 $2.5M 33k 73.73
2015-06-30 $2.6M 33k 78.59
2015-03-31 $2.7M 33k 80.48
2014-12-31 $2.0M 24k 81.14
2014-09-30 $1.9M 25k 76.97
2014-06-30 $2.0M 25k 77.93
2014-03-31 $1.8M 24k 75.25
2013-12-31 $1.8M 24k 75.22
2013-09-30 $1.5M 22k 69.62

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 Dividend Appreciation ETF

Bank of America Corporation
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
UBS Group
HB Wealth Management
Royal Bank of Canada
Evoke Wealth
Jpmorgan Chase & Co
Commonwealth Equity Services
Raymond James & Associates
HighTower Advisors
Bank of New York Mellon
Raymond James Financial Services Advisors
Signature

View all funds holding Vanguard Dividend Appreciation ETF