Maryland Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Maryland Capital Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$841K	Hold	6,219	–	–	0.07%	109
2022 Q2	$892K	Buy	6,219 +897	+17%	+$137K	0.07%	111
2022 Q1	$863K	Buy	5,322 +251	+5%	+$40.5K	0.05%	121
2021 Q4	$871K	Sell	5,071 -271	-5%	-$44.7K	0.05%	120
2021 Q3	$821K	Buy	5,342 +200	+4%	+$31.9K	0.05%	124
2021 Q2	$796K	Buy	5,142 +80	+2%	+$12.3K	0.05%	128
2021 Q1	$745K	Sell	5,062 -470	-8%	-$66.9K	0.05%	127
2020 Q4	$781K	Buy	5,532 +484	+10%	+$65.6K	0.05%	119
2020 Q3	$649K	Sell	5,048 -731	-13%	-$92K	0.05%	120
2020 Q2	$677K	Buy	5,779 +542	+10%	+$61.7K	0.06%	113
2020 Q1	$541K	Sell	5,237 -1,264	-19%	-$151K	0.06%	123
2019 Q4	$810K	Buy	6,501 +1,264	+24%	+$153K	0.09%	101
2019 Q3	$626K	Hold	5,237	–	–	0.07%	118
2019 Q2	$603K	Buy	+5,237	New	+$587K	0.07%	119

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Maryland Capital Management's VIG Position: Q3 2022 in Review

Maryland Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2022 at 6,219 shares worth $841K. The position accounts for 0.07% of the portfolio, ranked #109.

Maryland Capital Management first reported a position in VIG in Q2 2019 and has held it in 14 quarters since. The position peaked at $892K in Q2 2022. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Maryland Capital Management held 6,219 shares of Vanguard Dividend Appreciation ETF worth $841K as of Q3 2022.
Maryland Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2022.
Vanguard Dividend Appreciation ETF made up 0.07% of Maryland Capital Management's portfolio in Q3 2022, its #109 holding.
Maryland Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 14 quarters since.
Maryland Capital Management's Vanguard Dividend Appreciation ETF position peaked at $892K in Q2 2022.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.