VWA
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V Wealth Advisors’s Axos Financial AX Stock Holding History

V Wealth Advisors’s Portfolio AX Stock Details AX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-7,464
Closed -$305K – 230
2018
Q2 		$305K Buy
7,464
+131
+2% +$5.35K 0.17% 146
2018
Q1 		$283K Sell
7,333
-1,012
-12% -$39.1K 0.15% 155
2017
Q4 		$250K Buy
+8,345
New +$250K 0.13% 166