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Lugano Financial Advisors SA (LFA)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Hold
1,000
– – 0.05% 111
2025
Q4 		$99.5K Hold
1,000
– – 0.05% 123
2025
Q3 		$97.8K Hold
1,000
– – 0.05% 116
2025
Q2 		$87.2K Hold
1,000
– – 0.05% 119
2025
Q1 		$80.7K Hold
1,000
– – 0.05% 115
2024
Q4 		$89.3K Hold
1,000
– – 0.06% 117
2024
Q3 		$89.4K Hold
1,000
– – 0.06% 119
2024
Q2 		$82K Hold
1,000
– – 0.06% 114
2024
Q1 		$85.1K Hold
1,000
– – 0.06% 114
2023
Q4 		$81.1K Hold
1,000
– – 0.06% 97
2023
Q3 		$71.4K Sell
1,000
-1,000
-50% -$75.9K 0.06% 101
2023
Q2 		$151K Buy
+2,000
New +$144K 0.1% 83

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NIM
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return