LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-900
| Closed | -$106K | – | 207 |
|
|
2024
Q4 | $106K | Hold |
900
| – | – | 0.07% | 110 |
|
|
2024
Q3 | $108K | Hold |
900
| – | – | 0.07% | 111 |
|
|
2024
Q2 | $101K | Hold |
900
| – | – | 0.08% | 102 |
|
|
2024
Q1 | $99.5K | Hold |
900
| – | – | 0.07% | 106 |
|
|
2023
Q4 | $92.6K | Buy |
900
+700
| +350% | +$72K | 0.07% | 95 |
|
|
2023
Q3 | $18.6K | Buy |
+200
| New | +$18.6K | 0.02% | 134 |
|