Lugano Financial Advisors SA (LFA)’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Hold |
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|
2025
Q1 | $193K | Sell |
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|
2024
Q4 | $371K | Buy |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $351K | Buy |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $765K | Buy |
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|
2023
Q2 | $556K | Hold |
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|
2023
Q1 | $565K | Hold |
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|
2022
Q4 | $549K | Hold |
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|
2022
Q3 | $546K | Hold |
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|
2022
Q2 | $575K | Hold |
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|
2022
Q1 | $609K | Hold |
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|
2021
Q4 | $648K | Sell |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.48M | Hold |
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|
2021
Q1 | $1.46M | Hold |
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|
2020
Q4 | $1.52M | Hold |
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|
2020
Q3 | $1.52M | Hold |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $470K | Hold |
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|
2019
Q4 | $461K | Buy |
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|
2019
Q2 | $457K | Hold |
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|
2019
Q1 | $446K | Sell |
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|
2018
Q4 | $1.21M | Hold |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $1.13M | Buy |
|