LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
54,004
-13,215
| -20% | -$785K | 1.9% | 15 |
|
|
2025
Q1 | $3.99M | Buy |
67,219
+2,132
| +3% | +$127K | 2.71% | 10 |
|
|
2024
Q4 | $3.78M | Buy |
65,087
+1,634
| +3% | +$94.8K | 2.47% | 14 |
|
|
2024
Q3 | $3.83M | Buy |
63,453
+5,839
| +10% | +$353K | 2.61% | 13 |
|
|
2024
Q2 | $3.35M | Sell |
57,614
-2,432
| -4% | -$142K | 2.56% | 13 |
|
|
2024
Q1 | $3.52M | Buy |
60,046
+1,483
| +3% | +$86.8K | 2.56% | 11 |
|
|
2023
Q4 | $3.47M | Buy |
+58,563
| New | +$3.47M | 2.73% | 12 |
|