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Curtis Advisory Group, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curtis Advisory Group, LLC on VUG, newest first. How the timeline and the estimate are built.

Curtis Advisory Group, LLC held 19,038 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,038 shares
    Change vs previous 13F +15,826 shares

    0.32% of the 13F portfolio, value $1,639,933.

    13F-HR 0001664656-26-000004 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,212 shares
    Change vs previous 13F +7 shares

    0.3% of the 13F portfolio, value $1,402,969.

    13F-HR 0001664656-26-000003 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,205 shares
    Change vs previous 13F -259 shares

    0.33% of the 13F portfolio, value $1,563,591.

    13F-HR 0001664656-26-000002 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,464 shares
    Change vs previous 13F -72 shares

    0.38% of the 13F portfolio, value $1,661,369.

    13F-HR 0001664656-25-000009 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,536 shares
    Change vs previous 13F +399 shares

    0.39% of the 13F portfolio, value $1,550,182.

    13F-HR 0001664656-25-000005 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,137 shares
    Change vs previous 13F -73 shares

    0.34% of the 13F portfolio, value $1,163,262.

    13F-HR 0001664656-25-000004 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,210 shares
    Change vs previous 13F -145 shares

    0.35% of the 13F portfolio, value $1,317,512.

    13F-HR 0001664656-25-000001 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,355 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,288,085.

    13F-HR 0001664656-24-000005 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).