AssuredPartners Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.44M	Sell	8,016 -18,262	-69%	-$5.55M	0.6%	39
2025 Q1	$7.22M	Buy	26,278 +9,381	+56%	+$2.58M	1.39%	11
2024 Q4	$4.9M	Buy	+16,897	New	+$4.9M	0.95%	21