LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
7,266
-308
| -4% | -$23.1K | 0.32% | 40 |
|
|
2025
Q1 | $575K | Buy |
7,574
+1,136
| +18% | +$86.2K | 0.39% | 39 |
|
|
2024
Q4 | $481K | Buy |
6,438
+30
| +0.5% | +$2.24K | 0.31% | 40 |
|
|
2024
Q3 | $521K | Hold |
6,408
| – | – | 0.35% | 38 |
|
|
2024
Q2 | $486K | Sell |
6,408
-2,077
| -24% | -$158K | 0.37% | 39 |
|
|
2024
Q1 | $664K | Buy |
8,485
+270
| +3% | +$21.1K | 0.48% | 41 |
|
|
2023
Q4 | $658K | Sell |
8,215
-1,320
| -14% | -$106K | 0.52% | 39 |
|
|
2023
Q3 | $683K | Sell |
9,535
-8,174
| -46% | -$585K | 0.58% | 32 |
|
|
2023
Q2 | $1.39M | Buy |
17,709
+404
| +2% | +$31.7K | 0.93% | 29 |
|
|
2023
Q1 | $1.38M | Buy |
17,305
+8,295
| +92% | +$661K | 1.04% | 29 |
|
|
2022
Q4 | $682K | Buy |
9,010
+139
| +2% | +$10.5K | 0.51% | 35 |
|
|
2022
Q3 | $650K | Sell |
8,871
-704
| -7% | -$51.6K | 0.51% | 37 |
|
|
2022
Q2 | $776K | Buy |
9,575
+576
| +6% | +$46.7K | 0.54% | 38 |
|
|
2022
Q1 | $843K | Sell |
8,999
-1,289
| -13% | -$121K | 0.56% | 35 |
|
|
2021
Q4 | $1.09M | Buy |
10,288
+4,320
| +72% | +$457K | 0.63% | 34 |
|
|
2021
Q3 | $630K | Sell |
5,968
-169
| -3% | -$17.8K | 0.41% | 37 |
|
|
2021
Q2 | $656K | Sell |
6,137
-640
| -9% | -$68.4K | 0.41% | 36 |
|
|
2021
Q1 | $686K | Hold |
6,777
| – | – | 0.48% | 35 |
|
|
2020
Q4 | $753K | Buy |
6,777
+606
| +10% | +$67.3K | 0.58% | 30 |
|
|
2020
Q3 | $663K | Buy |
6,171
+502
| +9% | +$53.9K | 0.62% | 35 |
|
|
2020
Q2 | $597K | Buy |
5,669
+903
| +19% | +$95.1K | 0.63% | 32 |
|
|
2020
Q1 | $502K | Sell |
4,766
-19,980
| -81% | -$2.1M | 0.45% | 39 |
|
|
2019
Q4 | $2.51M | Buy |
+24,746
| New | +$2.51M | 1.83% | 13 |
|
|
2019
Q2 | $2.95M | Sell |
30,412
-193
| -0.6% | -$18.7K | 1.83% | 12 |
|
|
2019
Q1 | $2.8M | Buy |
+30,605
| New | +$2.8M | 1.68% | 12 |
|