Curtis Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$449K	Sell	654 -45	-6%	-$30K	0.09%	93
2026 Q1	$418K	Sell	699 -83	-11%	-$51.9K	0.09%	95
2025 Q4	$491K	Sell	782 -57	-7%	-$35.4K	0.1%	88
2025 Q3	$514K	Sell	839 -19	-2%	-$11.2K	0.12%	78
2025 Q2	$487K	Sell	858 -34	-4%	-$17.9K	0.12%	75
2025 Q1	$458K	Sell	892 -281	-24%	-$152K	0.13%	70
2024 Q4	$632K	Sell	1,173 -266	-18%	-$144K	0.17%	59
2024 Q3	$759K	Buy	1,439 +271	+23%	+$138K	0.22%	56
2024 Q2	$584K	Buy	1,168 +42	+4%	+$20.2K	0.21%	58
2024 Q1	$541K	Buy	1,126 +146	+15%	+$66.8K	0.21%	61
2023 Q4	$428K	Sell	980 -1,278	-57%	-$523K	0.2%	65
2023 Q3	$887K	Sell	2,258 -922	-29%	-$377K	0.29%	39
2023 Q2	$1.3M	Buy	3,180 +148	+5%	+$57.1K	0.41%	34
2023 Q1	$1.14M	Buy	3,032 +1,741	+135%	+$638K	0.42%	30
2022 Q4	$454K	Buy	1,291 +294	+29%	+$104K	0.18%	55
2022 Q3	$327K	Buy	997 +86	+9%	+$31.4K	0.13%	66
2022 Q2	$316K	Buy	911 +138	+18%	+$52K	0.13%	66
2022 Q1	$321K	Hold	773	–	–	0.11%	66
2021 Q4	$337K	Buy	773 +13	+2%	+$5.49K	0.11%	65
2021 Q3	$300K	Sell	760 -125	-14%	-$50.7K	0.11%	64
2021 Q2	$348K	Hold	885	–	–	0.15%	53
2021 Q1	$322K	Hold	885	–	–	0.14%	56
2020 Q4	$304K	Hold	885	–	–	0.15%	51
2020 Q3	$272K	Buy	885 +62	+8%	+$18.9K	0.16%	52
2020 Q2	$233K	Buy	+823	New	+$222K	0.17%	51
2020 Q1	–	Sell	-795	Closed	-$235K	–	56
2019 Q4	$235K	Buy	+795	New	+$225K	0.14%	50

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Curtis Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 6.4% in Q2 2026, selling an estimated $30K and leaving 654 shares worth $449K. The position accounts for 0.09% of the portfolio, ranked #93.

Curtis Advisory Group first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.3M in Q2 2023. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Curtis Advisory Group held 654 shares of Vanguard S&P 500 ETF worth $449K as of Q2 2026.
Curtis Advisory Group sold 45 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $30K.
Vanguard S&P 500 ETF made up 0.09% of Curtis Advisory Group's portfolio in Q2 2026, its #93 holding.
Curtis Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
Curtis Advisory Group's Vanguard S&P 500 ETF position peaked at $1.3M in Q2 2023.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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