LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard FTSE Europe ETF VGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,570
| Closed | -$91K | – | 203 |
|
|
2023
Q3 | $91K | Hold |
1,570
| – | – | 0.08% | 91 |
|
|
2023
Q2 | $96.9K | Hold |
1,570
| – | – | 0.06% | 102 |
|
|
2023
Q1 | $95.7K | Sell |
1,570
-1,788
| -53% | -$109K | 0.07% | 71 |
|
|
2022
Q4 | $186K | Buy |
3,358
+1,788
| +114% | +$99.1K | 0.14% | 62 |
|
|
2022
Q3 | $72K | Hold |
1,570
| – | – | 0.06% | 76 |
|
|
2022
Q2 | $82K | Hold |
1,570
| – | – | 0.06% | 76 |
|
|
2022
Q1 | $99K | Hold |
1,570
| – | – | 0.07% | 72 |
|
|
2021
Q4 | $107K | Hold |
1,570
| – | – | 0.06% | 69 |
|
|
2021
Q3 | $103K | Sell |
1,570
-2,446
| -61% | -$160K | 0.07% | 66 |
|
|
2021
Q2 | $270K | Buy |
4,016
+1,570
| +64% | +$106K | 0.17% | 58 |
|
|
2021
Q1 | $154K | Hold |
2,446
| – | – | 0.11% | 64 |
|
|
2020
Q4 | $147K | Hold |
2,446
| – | – | 0.11% | 70 |
|
|
2020
Q3 | $133K | Hold |
2,446
| – | – | 0.12% | 71 |
|
|
2020
Q2 | $125K | Buy |
2,446
+881
| +56% | +$45K | 0.13% | 72 |
|
|
2020
Q1 | $89K | Hold |
1,565
| – | – | 0.08% | 93 |
|
|
2019
Q4 | $92K | Buy |
+1,565
| New | +$92K | 0.07% | 98 |
|