Curtis Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Curtis Advisory Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Sell	1,819 -21	-1%	-$4.82K	0.08%	95
2026 Q1	$396K	Sell	1,840 -13	-0.7%	-$2.9K	0.09%	100
2025 Q4	$407K	Sell	1,853 -22	-1%	-$4.81K	0.09%	93
2025 Q3	$405K	Hold	1,875	–	–	0.09%	87
2025 Q2	$384K	Hold	1,875	–	–	0.1%	86
2025 Q1	$364K	Sell	1,875 -100	-5%	-$19.9K	0.11%	82
2024 Q4	$387K	Buy	1,975 +100	+5%	+$20K	0.1%	76
2024 Q3	$371K	Hold	1,875	–	–	0.11%	73
2024 Q2	$342K	Buy	+1,875	New	+$337K	0.12%	71
2023 Q4	–	Sell	-10,078	Closed	-$1.57M	–	95
2023 Q3	$1.57M	Buy	+10,078	New	+$1.63M	0.52%	23
2022 Q3	–	Sell	-1,405	Closed	-$202K	–	92
2022 Q2	$202K	Buy	+1,405	New	+$214K	0.08%	88

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Curtis Advisory Group's VIG Position: Q2 2026 in Review

Curtis Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $4.82K and leaving 1,819 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #95.

Curtis Advisory Group first reported a position in VIG in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.57M in Q3 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Curtis Advisory Group held 1,819 shares of Vanguard Dividend Appreciation ETF worth $430K as of Q2 2026.
Curtis Advisory Group sold 21 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.82K.
Vanguard Dividend Appreciation ETF made up 0.08% of Curtis Advisory Group's portfolio in Q2 2026, its #95 holding.
Curtis Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 11 quarters since.
Curtis Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $1.57M in Q3 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.