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Lugano Financial Advisors SA (LFA)’s Vanguard Small-Cap ETF VB Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-100
Closed -$16K – 177
2018
Q4 		$16K Hold
100
– – 0.01% 151
2018
Q3 		$16K Hold
100
– – 0.01% 151
2018
Q2 		$15K Buy
+100
New +$15.3K 0.01% 123

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s VB Position: Q1 2019 in Review

Lugano Financial Advisors SA (LFA) sold out of Vanguard Small-Cap ETF (VB) in Q1 2019, closing a stake of 100 shares — an estimated $16K sold.

Lugano Financial Advisors SA (LFA) first reported a position in VB in Q2 2018 and held it in 3 quarters. The position peaked at $16K in Q4 2018. 956 funds tracked by Wall St. Rank hold VB as of Q1 2019.

  • Lugano Financial Advisors SA (LFA) reported no remaining Vanguard Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 100 Vanguard Small-Cap ETF shares in Q1 2019, an estimated $16K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Small-Cap ETF in Q2 2018 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Vanguard Small-Cap ETF position peaked at $16K in Q4 2018.
  • 956 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2019, filed 30 Apr 2019.