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 |
|