AssuredPartners Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,779	Closed	-$1.03M	–	331
2025 Q1	$1.03M	Sell	2,779 -20	-0.7%	-$7.42K	0.2%	124
2024 Q4	$1.15M	Buy	+2,799	New	+$1.15M	0.22%	111