Vanguard Personalized Indexing Management’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Sell
2,389
-203
-8% -$46.7K 0.01% 1159
2025
Q1
$570K Buy
2,592
+521
+25% +$115K 0.01% 1050
2024
Q4
$511K Sell
2,071
-168
-8% -$41.4K 0.01% 1106
2024
Q3
$527K Buy
2,239
+480
+27% +$113K 0.01% 1069
2024
Q2
$430K Buy
1,759
+574
+48% +$140K 0.01% 1103
2024
Q1
$292K Buy
+1,185
New +$292K 0.01% 1276