LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
5,406
| – | – | 0.25% | 47 |
|
|
2025
Q1 | $414K | Sell |
5,406
-65
| -1% | -$4.98K | 0.28% | 45 |
|
|
2024
Q4 | $409K | Sell |
5,471
-9,195
| -63% | -$687K | 0.27% | 48 |
|
|
2024
Q3 | $1.15M | Hold |
14,666
| – | – | 0.78% | 29 |
|
|
2024
Q2 | $1.1M | Sell |
14,666
-235
| -2% | -$17.6K | 0.84% | 28 |
|
|
2024
Q1 | $1.12M | Sell |
14,901
-40,386
| -73% | -$3.05M | 0.82% | 30 |
|
|
2023
Q4 | $4.22M | Buy |
+55,287
| New | +$4.22M | 3.32% | 6 |
|