Vanguard Personalized Indexing Management’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
3,758
-213
-5% -$16.2K ﹤0.01% 1473
2025
Q1
$256K Buy
+3,971
New +$256K ﹤0.01% 1412