AssuredPartners Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
3,266
+24
+0.7% +$2.14K 0.07% 190
2025
Q1
$294K Sell
3,242
-52
-2% -$4.71K 0.06% 272
2024
Q4
$293K Buy
+3,294
New +$293K 0.06% 278