Maryland Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Maryland Capital Advisors’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-281	Closed	-$28.1K	–	271
2024 Q2	$28.1K	Sell	281 -143	-34%	-$14.3K	0.02%	143
2024 Q1	$43.4K	Hold	424	–	–	0.03%	114
2023 Q4	$39.1K	Hold	424	–	–	0.03%	114
2023 Q3	$34.1K	Hold	424	–	–	0.03%	116
2023 Q2	$34.4K	Hold	424	–	–	0.03%	120
2023 Q1	$33K	Hold	424	–	–	0.03%	118
2022 Q4	$35.1K	Hold	424	–	–	0.03%	116
2022 Q3	$32K	Hold	424	–	–	0.03%	108
2022 Q2	$33K	Hold	424	–	–	0.03%	109
2022 Q1	$40K	Hold	424	–	–	0.04%	104
2021 Q4	$41K	Buy	+424	New	+$41.3K	0.03%	99

Other funds holding VFH

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Maryland Capital Advisors's VFH Position: Q3 2024 in Review

Maryland Capital Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 281 shares — an estimated $28.1K sold.

Maryland Capital Advisors first reported a position in VFH in Q4 2021 and held it in 11 quarters. The position peaked at $43.4K in Q1 2024. 633 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

Maryland Capital Advisors reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
Maryland Capital Advisors sold 281 Vanguard Financials ETF shares in Q3 2024, an estimated $28.1K.
Maryland Capital Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 11 quarters.
Maryland Capital Advisors's Vanguard Financials ETF position peaked at $43.4K in Q1 2024.
633 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Maryland Capital Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.