LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
48,006
-1,557
| -3% | -$123K | 2.24% | 11 |
|
|
2025
Q1 | $3.91M | Sell |
49,563
-552
| -1% | -$43.6K | 2.66% | 11 |
|
|
2024
Q4 | $3.91M | Sell |
50,115
-3,022
| -6% | -$236K | 2.56% | 12 |
|
|
2024
Q3 | $4.22M | Buy |
53,137
+4,106
| +8% | +$326K | 2.87% | 10 |
|
|
2024
Q2 | $3.79M | Sell |
49,031
-4,533
| -8% | -$350K | 2.89% | 10 |
|
|
2024
Q1 | $4.14M | Sell |
53,564
-448
| -0.8% | -$34.6K | 3.01% | 8 |
|
|
2023
Q4 | $4.18M | Buy |
54,012
+8,834
| +20% | +$683K | 3.28% | 8 |
|
|
2023
Q3 | $3.4M | Sell |
45,178
-13,132
| -23% | -$987K | 2.91% | 14 |
|
|
2023
Q2 | $4.41M | Buy |
58,310
+1,374
| +2% | +$104K | 2.94% | 10 |
|
|
2023
Q1 | $4.34M | Sell |
56,936
-51,544
| -48% | -$3.93M | 3.28% | 10 |
|
|
2022
Q4 | $8.16M | Buy |
108,480
+70,504
| +186% | +$5.3M | 6.05% | 3 |
|
|
2022
Q3 | $2.82M | Sell |
37,976
-3,017
| -7% | -$224K | 2.21% | 15 |
|
|
2022
Q2 | $3.13M | Sell |
40,993
-10,769
| -21% | -$821K | 2.19% | 15 |
|
|
2022
Q1 | $4.04M | Sell |
51,762
-5,421
| -9% | -$423K | 2.7% | 12 |
|
|
2021
Q4 | $4.65M | Buy |
57,183
+13,074
| +30% | +$1.06M | 2.68% | 12 |
|
|
2021
Q3 | $3.64M | Buy |
44,109
+21,006
| +91% | +$1.73M | 2.39% | 12 |
|
|
2021
Q2 | $1.91M | Buy |
23,103
+1,895
| +9% | +$157K | 1.2% | 25 |
|
|
2021
Q1 | $1.75M | Buy |
21,208
+1,358
| +7% | +$112K | 1.22% | 24 |
|
|
2020
Q4 | $1.65M | Buy |
19,850
+1,096
| +6% | +$91.3K | 1.28% | 22 |
|
|
2020
Q3 | $1.56M | Buy |
18,754
+399
| +2% | +$33.1K | 1.45% | 20 |
|
|
2020
Q2 | $1.52M | Buy |
18,355
+15,167
| +476% | +$1.25M | 1.6% | 17 |
|
|
2020
Q1 | $261K | Sell |
3,188
-3,552
| -53% | -$291K | 0.23% | 61 |
|
|
2019
Q4 | $546K | Buy |
+6,740
| New | +$546K | 0.4% | 38 |
|
|
2019
Q2 | $1.32M | Sell |
16,294
-4,714
| -22% | -$380K | 0.82% | 19 |
|
|
2019
Q1 | $1.68M | Sell |
21,008
-233,458
| -92% | -$18.6M | 1% | 16 |
|
|
2018
Q4 | $19.9M | Hold |
254,466
| – | – | 13.82% | 2 |
|
|
2018
Q3 | $19.9M | Buy |
254,466
+228,187
| +868% | +$17.8M | 13.82% | 2 |
|
|
2018
Q2 | $2.04M | Buy |
+26,279
| New | +$2.04M | 1.96% | 17 |
|