LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Hold |
2,550
| – | – | 0.38% | 37 |
|
|
2025
Q1 | $675K | Hold |
2,550
| – | – | 0.46% | 38 |
|
|
2024
Q4 | $647K | Hold |
2,550
| – | – | 0.42% | 38 |
|
|
2024
Q3 | $720K | Hold |
2,550
| – | – | 0.49% | 37 |
|
|
2024
Q2 | $678K | Hold |
2,550
| – | – | 0.52% | 34 |
|
|
2024
Q1 | $690K | Buy |
+2,550
| New | +$690K | 0.5% | 39 |
|
|
2023
Q4 | – | Sell |
-2,550
| Closed | -$600K | – | 205 |
|
|
2023
Q3 | $600K | Hold |
2,550
| – | – | 0.51% | 34 |
|
|
2023
Q2 | $624K | Buy |
+2,550
| New | +$624K | 0.42% | 37 |
|
|
2020
Q1 | – | Sell |
-425
| Closed | -$81K | – | 136 |
|
|
2019
Q4 | $81K | Buy |
+425
| New | +$81K | 0.06% | 100 |
|
|
2019
Q2 | $74K | Buy |
425
+120
| +39% | +$20.9K | 0.05% | 97 |
|
|
2019
Q1 | $52K | Sell |
305
-145
| -32% | -$24.7K | 0.03% | 107 |
|
|
2018
Q4 | $81K | Hold |
450
| – | – | 0.06% | 115 |
|
|
2018
Q3 | $81K | Hold |
450
| – | – | 0.06% | 115 |
|
|
2018
Q2 | $71K | Buy |
+450
| New | +$71K | 0.07% | 94 |
|