LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8K | Hold |
1,230
| – | – | 0.05% | 121 |
|
|
2025
Q1 | $86.6K | Hold |
1,230
| – | – | 0.06% | 111 |
|
|
2024
Q4 | $84.2K | Sell |
1,230
-53,929
| -98% | -$3.69M | 0.06% | 120 |
|
|
2024
Q3 | $4.15M | Buy |
55,159
+7,237
| +15% | +$544K | 2.82% | 11 |
|
|
2024
Q2 | $3.37M | Sell |
47,922
-2,339
| -5% | -$164K | 2.57% | 12 |
|
|
2024
Q1 | $3.64M | Sell |
50,261
-1,791
| -3% | -$130K | 2.65% | 10 |
|
|
2023
Q4 | $3.88M | Buy |
+52,052
| New | +$3.88M | 3.05% | 11 |
|