LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Hold |
1,350
| – | – | 0.53% | 35 |
|
|
2025
Q1 | $732K | Hold |
1,350
| – | – | 0.5% | 37 |
|
|
2024
Q4 | $839K | Hold |
1,350
| – | – | 0.55% | 36 |
|
|
2024
Q3 | $792K | Hold |
1,350
| – | – | 0.54% | 35 |
|
|
2024
Q2 | $778K | Hold |
1,350
| – | – | 0.59% | 32 |
|
|
2024
Q1 | $708K | Buy |
+1,350
| New | +$708K | 0.52% | 38 |
|
|
2023
Q4 | – | Sell |
-1,400
| Closed | -$581K | – | 204 |
|
|
2023
Q3 | $581K | Hold |
1,400
| – | – | 0.5% | 35 |
|
|
2023
Q2 | $619K | Buy |
+1,400
| New | +$619K | 0.41% | 38 |
|