LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
800
| – | – | 0.13% | 69 |
|
|
2025
Q1 | $207K | Hold |
800
| – | – | 0.14% | 68 |
|
|
2024
Q4 | $211K | Hold |
800
| – | – | 0.14% | 67 |
|
|
2024
Q3 | $211K | Hold |
800
| – | – | 0.14% | 71 |
|
|
2024
Q2 | $194K | Hold |
800
| – | – | 0.15% | 65 |
|
|
2024
Q1 | $200K | Buy |
800
+400
| +100% | +$99.9K | 0.15% | 65 |
|
|
2023
Q4 | $93.1K | Sell |
400
-400
| -50% | -$93.1K | 0.07% | 94 |
|
|
2023
Q3 | $167K | Sell |
800
-400
| -33% | -$83.3K | 0.14% | 60 |
|
|
2023
Q2 | $264K | Buy |
+1,200
| New | +$264K | 0.18% | 63 |
|