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Lafayette Investments, Inc. Last Quarter Change: USA ETF, New

Lafayette Investments, Inc. quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Lafayette Investments, Inc. opened 1 positions, added to 5, reduced 6, sold out of 0 and left 4 unchanged. The largest increase in value was VIGI (+$1,199,376); the largest decrease was AKRE (-$62,737).

  • SCHD: Country of operation —; Class US DIVIDEND EQ; Shares 2026-03-31 0; Shares 2026-06-30 13,910.

Two Form 13F-HR filings compared (SEC CIK 1308377): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
SCHD
SCHWAB STRATEGIC TR
US DIVIDEND EQ013,910+13,910$0$441,097+$441,097

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