AssuredPartners Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,861
Closed -$555K 330
2025
Q1
$555K Buy
2,861
+13
+0.5% +$2.52K 0.11% 186
2024
Q4
$558K Buy
+2,848
New +$558K 0.11% 189