AssuredPartners Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$540K	Sell	2,279 -5,340	-70%	-$1.27M	0.13%	121
2025 Q1	$1.69M	Buy	7,619 +418	+6%	+$92.7K	0.33%	87
2024 Q4	$1.73M	Buy	+7,201	New	+$1.73M	0.34%	83