Focused Wealth Management, Inc

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1586052 Newburgh, NY

Position in VIG

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$511,627

-$18,921 QoQ

Shares Held

2,379

-1.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$511,627	2,379	-1.4%	Shares	Sole	2026-04-20
2025-12-31	$530,548	2,414	-30.6%	Shares	Sole	2026-01-29
2025-09-30	$750,517	3,478	+43.2%	Shares	Sole	2025-10-10
2025-06-30	$496,938	2,428	+1.4%	Shares	Sole	2025-07-15
2025-03-31	$464,606	2,395	+0.4%	Shares	Sole	2025-05-01
2024-12-31	$467,250	2,386	+0.7%	Shares	Sole	2025-01-28
2024-09-30	$469,402	2,370	+0.4%	Shares	Sole	2024-10-30
2024-06-30	$431,000	2,361	0.0%	Shares	Sole	2024-07-30
2024-03-31	$431,142	2,361	-3.3%	Shares	Sole	2024-05-08
2023-12-31	$416,116	2,442	-7.6%	Shares	Sole	2024-01-10
2023-09-30	$410,513	2,642	0.0%	Shares	Sole	2023-11-01
2023-06-30	$429,140	2,642	0.0%	Shares	Sole	2023-08-08
2023-03-31	$406,894	2,642	+0.0%	Shares	Sole	2023-04-13
2022-12-31	$401,035	2,641	0.0%	Shares	Sole	2023-01-13
2022-09-30	$356,957	2,641	-3.1%	Shares	Sole	2022-10-20
2022-06-30	$391,099	2,726	0.0%	Shares	Sole	2022-08-04
2022-03-31	$442,048	2,726	+0.0%	Shares	Sole	2022-04-29
2021-12-31	$468,018	2,725	0.0%	Shares	Sole	2022-01-31
2021-09-30	$418,560	2,725	+0.0%	Shares	Sole	2021-10-12
2021-06-30	$421,647	2,724	-1.4%	Shares	Sole	2021-07-15
2021-03-31	$406,382	2,763	0.0%	Shares	Sole	2021-05-03
2020-12-31	$390,052	2,763	-0.6%	Shares	Sole	2021-02-03
2020-09-30	$357,546	2,779	+0.0%	Shares	Sole	2020-10-19
2020-06-30	$325,526	2,778	0.0%	Shares	Sole	2020-07-24
2020-03-31	$287,217	2,778	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.