Curtis Advisory Group’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
$1.55M Buy
3,536
+399
+13% +$175K 0.39% 42
2025
Q1
$1.16M Sell
3,137
-73
-2% -$27.1K 0.34% 47
2024
Q4
$1.32M Sell
3,210
-145
-4% -$59.5K 0.35% 44
2024
Q3
$1.29M Sell
3,355
-11
-0.3% -$4.22K 0.37% 42
2024
Q2
$1.26M Sell
3,366
-223
-6% -$83.4K 0.44% 42
2024
Q1
$1.24M Buy
3,589
+207
+6% +$71.2K 0.48% 39
2023
Q4
$1.05M Sell
3,382
-269
-7% -$83.6K 0.48% 39
2023
Q3
$994K Sell
3,651
-76
-2% -$20.7K 0.33% 37
2023
Q2
$1.05M Buy
3,727
+494
+15% +$140K 0.34% 38
2023
Q1
$806K Buy
3,233
+14
+0.4% +$3.49K 0.29% 40
2022
Q4
$686K Buy
3,219
+163
+5% +$34.7K 0.27% 40
2022
Q3
$654K Buy
3,056
+1,029
+51% +$220K 0.27% 43
2022
Q2
$452K Buy
2,027
+1,197
+144% +$267K 0.18% 54
2022
Q1
$239K Buy
830
+202
+32% +$58.2K 0.08% 79
2021
Q4
$202K Buy
+628
New +$202K 0.07% 84