LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
+1,669
| New | +$149K | 0.09% | 93 |
|
|
2022
Q3 | – | Sell |
-62,664
| Closed | -$5.71M | – | 132 |
|
|
2022
Q2 | $5.71M | Buy |
62,664
+3,557
| +6% | +$324K | 3.99% | 7 |
|
|
2022
Q1 | $6.41M | Sell |
59,107
-64,415
| -52% | -$6.98M | 4.28% | 6 |
|
|
2021
Q4 | $14.3M | Buy |
123,522
+119,804
| +3,222% | +$13.9M | 8.27% | 1 |
|
|
2021
Q3 | $378K | Hold |
3,718
| – | – | 0.25% | 47 |
|
|
2021
Q2 | $378K | Hold |
3,718
| – | – | 0.24% | 45 |
|
|
2021
Q1 | $342K | Hold |
3,718
| – | – | 0.24% | 45 |
|
|
2020
Q4 | $316K | Sell |
3,718
-6,900
| -65% | -$586K | 0.25% | 51 |
|
|
2020
Q3 | $869K | Hold |
10,618
| – | – | 0.81% | 30 |
|
|
2020
Q2 | $846K | Hold |
10,618
| – | – | 0.89% | 25 |
|
|
2020
Q1 | $997K | Hold |
10,618
| – | – | 0.9% | 25 |
|
|
2019
Q4 | $985K | Buy |
+10,618
| New | +$985K | 0.72% | 26 |
|
|
2019
Q2 | $929K | Buy |
10,618
+5,984
| +129% | +$524K | 0.58% | 27 |
|
|
2019
Q1 | $402K | Buy |
4,634
+2,329
| +101% | +$202K | 0.24% | 42 |
|
|
2018
Q4 | $186K | Hold |
2,305
| – | – | 0.13% | 83 |
|
|
2018
Q3 | $186K | Hold |
2,305
| – | – | 0.13% | 83 |
|
|
2018
Q2 | $186K | Buy |
+2,305
| New | +$186K | 0.18% | 64 |
|