LFASL
Lugano Financial Advisors SA (LFA)’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
1,555
| – | – | 0.12% | 75 |
|
|
2025
Q1 | $201K | Hold |
1,555
| – | – | 0.14% | 69 |
|
|
2024
Q4 | $198K | Hold |
1,555
| – | – | 0.13% | 72 |
|
|
2024
Q3 | $199K | Hold |
1,555
| – | – | 0.14% | 76 |
|
|
2024
Q2 | $184K | Hold |
1,555
| – | – | 0.14% | 66 |
|
|
2024
Q1 | $188K | Buy |
1,555
+225
| +17% | +$27.2K | 0.14% | 70 |
|
|
2023
Q4 | $148K | Buy |
+1,330
| New | +$148K | 0.12% | 72 |
|
|
2020
Q4 | – | Sell |
-470
| Closed | -$39K | – | 117 |
|
|
2020
Q3 | $39K | Sell |
470
-200
| -30% | -$16.6K | 0.04% | 91 |
|
|
2020
Q2 | $53K | Hold |
670
| – | – | 0.06% | 90 |
|
|
2020
Q1 | $61K | Hold |
670
| – | – | 0.05% | 101 |
|
|
2019
Q4 | $63K | Buy |
+670
| New | +$63K | 0.05% | 104 |
|
|
2019
Q2 | $59K | Hold |
670
| – | – | 0.04% | 104 |
|
|
2019
Q1 | $57K | Buy |
670
+200
| +43% | +$17K | 0.03% | 103 |
|
|
2018
Q4 | $41K | Hold |
470
| – | – | 0.03% | 135 |
|
|
2018
Q3 | $41K | Hold |
470
| – | – | 0.03% | 135 |
|
|
2018
Q2 | $39K | Buy |
+470
| New | +$39K | 0.04% | 105 |
|