AssuredPartners Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.7M	Buy	31,085 +30,251	+3,627%	+$17.2M	4.32%	3
2025 Q1	$429K	Sell	834 -344	-29%	-$177K	0.08%	215
2024 Q4	$635K	Buy	+1,178	New	+$635K	0.12%	170