LFASL

Lugano Financial Advisors SA (LFA)’s Vanguard Total Bond Market BND Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$192K	Hold	2,622	–	–	0.11%	79
2025 Q1	$193K	Sell	2,622 -2,543	-49%	-$187K	0.13%	71
2024 Q4	$371K	Buy	5,165 +875	+20%	+$62.9K	0.24%	49
2024 Q3	$322K	Sell	4,290 -578	-12%	-$43.4K	0.22%	52
2024 Q2	$351K	Buy	4,868 +435	+10%	+$31.3K	0.27%	45
2024 Q1	$322K	Hold	4,433	–	–	0.23%	51
2023 Q4	$326K	Sell	4,433 -6,530	-60%	-$480K	0.26%	48
2023 Q3	$765K	Buy	10,963 +3,315	+43%	+$231K	0.66%	30
2023 Q2	$556K	Hold	7,648	–	–	0.37%	42
2023 Q1	$565K	Hold	7,648	–	–	0.43%	35
2022 Q4	$549K	Hold	7,648	–	–	0.41%	38
2022 Q3	$546K	Hold	7,648	–	–	0.43%	39
2022 Q2	$575K	Hold	7,648	–	–	0.4%	39
2022 Q1	$609K	Hold	7,648	–	–	0.41%	38
2021 Q4	$648K	Sell	7,648 -6,352	-45%	-$538K	0.37%	39
2021 Q3	$1.2M	Sell	14,000 -3,200	-19%	-$273K	0.79%	30
2021 Q2	$1.48M	Hold	17,200	–	–	0.93%	29
2021 Q1	$1.46M	Hold	17,200	–	–	1.02%	26
2020 Q4	$1.52M	Hold	17,200	–	–	1.18%	24
2020 Q3	$1.52M	Hold	17,200	–	–	1.41%	22
2020 Q2	$1.51M	Buy	17,200 +11,700	+213%	+$1.03M	1.6%	18
2020 Q1	$470K	Hold	5,500	–	–	0.42%	41
2019 Q4	$461K	Buy	+5,500	New	+$461K	0.34%	42
2019 Q2	$457K	Hold	5,500	–	–	0.28%	41
2019 Q1	$446K	Sell	5,500 -9,869	-64%	-$800K	0.27%	40
2018 Q4	$1.21M	Hold	15,369	–	–	0.84%	23
2018 Q3	$1.21M	Buy	15,369 +950	+7%	+$74.8K	0.84%	23
2018 Q2	$1.13M	Buy	+14,419	New	+$1.13M	1.09%	26