Maryland Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$313K	Buy	2,574 +34	+1%	+$4.6K	0.03%	180
2022 Q2	$329K	Buy	2,540 +510	+25%	+$72.1K	0.03%	183
2022 Q1	$304K	Sell	2,030 -31	-2%	-$4.56K	0.02%	204
2021 Q4	$310K	Buy	2,061 +31	+2%	+$4.55K	0.02%	217
2021 Q3	$283K	Hold	2,030	–	–	0.02%	213
2021 Q2	$285K	Hold	2,030	–	–	0.02%	211
2021 Q1	$274K	Sell	2,030 -33	-2%	-$4.22K	0.02%	210
2020 Q4	$245K	Buy	2,063 +33	+2%	+$3.7K	0.02%	202
2020 Q3	$206K	Buy	+2,030	New	+$206K	0.02%	201
2020 Q1	–	Sell	-2,260	Closed	-$269K	–	218
2019 Q4	$269K	Hold	2,260	–	–	0.03%	156
2019 Q3	$255K	Sell	2,260 -325	-13%	-$36.1K	0.03%	164
2019 Q2	$288K	Hold	2,585	–	–	0.03%	154
2019 Q1	$279K	Sell	2,585 -900	-26%	-$94.5K	0.03%	153
2018 Q4	$332K	Sell	3,485 -565	-14%	-$59.3K	0.05%	136
2018 Q3	$458K	Buy	+4,050	New	+$460K	0.06%	127
2016 Q4	–	Sell	-2,160	Closed	-$202K	–	177
2016 Q3	$202K	Buy	+2,160	New	+$200K	0.03%	151

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Maryland Capital Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.3% in Q3 2022, buying an estimated $4.6K and bringing the position to 2,574 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #180.

Maryland Capital Management first reported a position in VOE in Q3 2016 and has held it in 16 quarters since. The position peaked at $458K in Q3 2018. 824 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

Maryland Capital Management held 2,574 shares of Vanguard Mid-Cap Value ETF worth $313K as of Q3 2022.
Maryland Capital Management bought 34 Vanguard Mid-Cap Value ETF shares in Q3 2022, an estimated $4.6K.
Vanguard Mid-Cap Value ETF made up 0.03% of Maryland Capital Management's portfolio in Q3 2022, its #180 holding.
Maryland Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2016 and has held it in 16 quarters since.
Maryland Capital Management's Vanguard Mid-Cap Value ETF position peaked at $458K in Q3 2018.
824 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2022.

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