Curtis Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Sell |
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|
2025
Q2 | $487K | Sell |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $632K | Sell |
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|
2024
Q3 | $759K | Buy |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $887K | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $300K | Sell |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $272K | Buy |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Buy |
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