Axiom Financial Strategies, LLC Buys Vanguard Industrials ETF, Vanguard Financials ETF, Vanguard Energy ETF, Sells Vanguard Consumer Staples ETF, Vanguard Utilities ETF, Cisco Systems Inc

Investment company Axiom Financial Strategies, LLC (Current Portfolio) buys Vanguard Industrials ETF, Vanguard Financials ETF, Vanguard Energy ETF, JPMorgan Chase, Vanguard Materials ETF, sells Vanguard Consumer Staples ETF, Vanguard Utilities ETF, Cisco Systems Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Axiom Financial Strategies, LLC. As of 2021Q2, Axiom Financial Strategies, LLC owns 77 stocks with a total value of $217 million. These are the details of the buys and sells.

For the details of Axiom Financial Strategies, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/axiom+financial+strategies%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Axiom Financial Strategies, LLC
  1. Vanguard Small Cap ETF (VB) - 105,847 shares, 11.00% of the total portfolio. Shares added by 5.41%
  2. Wesbanco Inc (WSBC) - 656,440 shares, 10.79% of the total portfolio. Shares added by 0.30%
  3. Vanguard Mid-Cap ETF (VO) - 98,248 shares, 10.75% of the total portfolio. Shares reduced by 0.65%
  4. Vanguard FTSE Emerging Markets ETF (VWO) - 324,442 shares, 8.12% of the total portfolio. Shares added by 3.88%
  5. iShares National Muni Bond ETF (MUB) - 119,959 shares, 6.48% of the total portfolio. Shares added by 2.48%
New Purchase: Vanguard Energy ETF (VDE)

Axiom Financial Strategies, LLC initiated holding in Vanguard Energy ETF. The purchase prices were between $64.46 and $78.26, with an estimated average price of $71.85. The stock is now traded at around $67.570000. The impact to a portfolio due to this purchase was 0.48%. The holding were 13,653 shares as of 2021-06-30.

New Purchase: Vanguard Real Estate Index Fund ETF (VNQ)

Axiom Financial Strategies, LLC initiated holding in Vanguard Real Estate Index Fund ETF. The purchase prices were between $91.21 and $104.75, with an estimated average price of $98.41. The stock is now traded at around $106.630000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,370 shares as of 2021-06-30.

New Purchase: Pfizer Inc (PFE)

Axiom Financial Strategies, LLC initiated holding in Pfizer Inc. The purchase prices were between $35.91 and $40.68, with an estimated average price of $38.81. The stock is now traded at around $48.910000. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,327 shares as of 2021-06-30.

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Axiom Financial Strategies, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $316.52 and $354.99, with an estimated average price of $335.64. The stock is now traded at around $368.980000. The impact to a portfolio due to this purchase was 0.09%. The holding were 573 shares as of 2021-06-30.

Added: Vanguard Industrials ETF (VIS)

Axiom Financial Strategies, LLC added to a holding in Vanguard Industrials ETF by 70.95%. The purchase prices were between $188.78 and $201.46, with an estimated average price of $196.01. The stock is now traded at around $200.280000. The impact to a portfolio due to this purchase was 0.78%. The holding were 20,730 shares as of 2021-06-30.

Added: Vanguard Financials ETF (VFH)

Axiom Financial Strategies, LLC added to a holding in Vanguard Financials ETF by 25.98%. The purchase prices were between $84.14 and $94.09, with an estimated average price of $89.94. The stock is now traded at around $94.770000. The impact to a portfolio due to this purchase was 0.48%. The holding were 56,433 shares as of 2021-06-30.

Added: JPMorgan Chase & Co (JPM)

Axiom Financial Strategies, LLC added to a holding in JPMorgan Chase & Co by 70.05%. The purchase prices were between $147.37 and $166.44, with an estimated average price of $157.04. The stock is now traded at around $158.930000. The impact to a portfolio due to this purchase was 0.42%. The holding were 14,267 shares as of 2021-06-30.

Added: Vanguard Materials ETF (VAW)

Axiom Financial Strategies, LLC added to a holding in Vanguard Materials ETF by 85.34%. The purchase prices were between $172.3 and $193.74, with an estimated average price of $183.88. The stock is now traded at around $187.670000. The impact to a portfolio due to this purchase was 0.35%. The holding were 9,139 shares as of 2021-06-30.

Sold Out: Vanguard Consumer Staples ETF (VDC)

Axiom Financial Strategies, LLC sold out a holding in Vanguard Consumer Staples ETF. The sale prices were between $176.71 and $185.62, with an estimated average price of $181.78.

Sold Out: Vanguard Utilities ETF (VPU)

Axiom Financial Strategies, LLC sold out a holding in Vanguard Utilities ETF. The sale prices were between $138.76 and $147.01, with an estimated average price of $142.36.

Sold Out: Cisco Systems Inc (CSCO)

Axiom Financial Strategies, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $50.71 and $55.03, with an estimated average price of $52.58.



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