LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,809
| Closed | -$1.78M | – | 261 |
|
|
2025
Q1 | $1.78M | Buy |
21,809
+6,474
| +42% | +$529K | 1.21% | 26 |
|
|
2024
Q4 | $1.23M | Sell |
15,335
-547
| -3% | -$43.9K | 0.8% | 30 |
|
|
2024
Q3 | $1.33M | Hold |
15,882
| – | – | 0.9% | 27 |
|
|
2024
Q2 | $1.27M | Buy |
15,882
+2,505
| +19% | +$200K | 0.97% | 27 |
|
|
2024
Q1 | $1.08M | Sell |
13,377
-420
| -3% | -$33.8K | 0.78% | 32 |
|
|
2023
Q4 | $1.12M | Sell |
13,797
-47,131
| -77% | -$3.83M | 0.88% | 31 |
|
|
2023
Q3 | $4.63M | Sell |
60,928
-10,656
| -15% | -$810K | 3.96% | 5 |
|
|
2023
Q2 | $5.66M | Buy |
71,584
+1,953
| +3% | +$154K | 3.76% | 6 |
|
|
2023
Q1 | $5.59M | Buy |
69,631
+9,418
| +16% | +$756K | 4.23% | 7 |
|
|
2022
Q4 | $4.67M | Buy |
60,213
+3,034
| +5% | +$235K | 3.46% | 8 |
|
|
2022
Q3 | $4.33M | Sell |
57,179
-10,544
| -16% | -$798K | 3.4% | 10 |
|
|
2022
Q2 | $5.42M | Buy |
67,723
+1,904
| +3% | +$152K | 3.79% | 8 |
|
|
2022
Q1 | $5.66M | Sell |
65,819
-1,342
| -2% | -$115K | 3.79% | 8 |
|
|
2021
Q4 | $6.23M | Sell |
67,161
-16
| -0% | -$1.48K | 3.6% | 10 |
|
|
2021
Q3 | $6.34M | Sell |
67,177
-15,111
| -18% | -$1.43M | 4.16% | 8 |
|
|
2021
Q2 | $7.82M | Sell |
82,288
-1,687
| -2% | -$160K | 4.92% | 7 |
|
|
2021
Q1 | $7.81M | Sell |
83,975
-3,089
| -4% | -$287K | 5.47% | 6 |
|
|
2020
Q4 | $8.46M | Buy |
87,064
+7,164
| +9% | +$696K | 6.56% | 4 |
|
|
2020
Q3 | $7.7M | Buy |
79,900
+2,782
| +4% | +$268K | 7.15% | 3 |
|
|
2020
Q2 | $7.32M | Buy |
77,118
+2,816
| +4% | +$267K | 7.73% | 2 |
|
|
2020
Q1 | $6.95M | Sell |
74,302
-93,848
| -56% | -$8.77M | 6.25% | 3 |
|
|
2019
Q4 | $15.4M | Buy |
+168,150
| New | +$15.4M | 11.22% | 2 |
|
|
2019
Q2 | $27.9M | Sell |
310,875
-72,502
| -19% | -$6.51M | 17.32% | 1 |
|
|
2019
Q1 | $33.3M | Buy |
+383,377
| New | +$33.3M | 19.96% | 1 |
|