Number of Shares
21,809.00
Current Holdings Value*
$1.78 Mil
% of Portfolio
1.21%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
3.95%

LFA - Lugano Financial Advisors SA's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, LFA - Lugano Financial Advisors SA held 21,809.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $1.78 Mil. This investment constitutes 1.21% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2019Q1. And since then LFA - Lugano Financial Advisors SA has made 10 purchases of VCIT, at an average price of $84.71, for a total of 421,427.00 shares. In addition, there have been 13 sales at an average price of $88.36 for 399,618.00 shares. Based on historical transaction data and VCIT's current price of $82.49, LFA - Lugano Financial Advisors SA's estimated gain on his VCIT holdings is $1.41 Mil, reflecting a 3.95% gain to date.

LFA - Lugano Financial Advisors SA VCIT ($82.49) Holding Chart

LFA - Lugano Financial Advisors SA VCIT ($82.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1