Maryland Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$800K	Sell	2,436 -98	-4%	-$35.8K	0.07%	113
2022 Q2	$879K	Buy	2,534 +73	+3%	+$27.5K	0.07%	112
2022 Q1	$1.02M	Sell	2,461 -144	-6%	-$59K	0.06%	112
2021 Q4	$1.14M	Sell	2,605 -41	-2%	-$17.3K	0.06%	107
2021 Q3	$1.04M	Buy	2,646 +1,443	+120%	+$585K	0.06%	108
2021 Q2	$473K	Buy	1,203 +387	+47%	+$149K	0.03%	170
2021 Q1	$297K	Sell	816 -378	-32%	-$134K	0.02%	200
2020 Q4	$410K	Buy	1,194 +221	+23%	+$72K	0.03%	161
2020 Q3	$299K	Sell	973 -154	-14%	-$46.9K	0.02%	169
2020 Q2	$319K	Buy	+1,127	New	+$303K	0.03%	163
2015 Q1	–	Sell	-1,662	Closed	-$313K	–	186
2014 Q4	$313K	Buy	1,662 +115	+7%	+$21.2K	0.05%	141
2014 Q3	$279K	Hold	1,547	–	–	0.05%	147
2014 Q2	$278K	Hold	1,547	–	–	0.05%	149
2014 Q1	$265K	Sell	1,547 -30	-2%	-$5.04K	0.05%	144
2013 Q4	$267K	Buy	1,577 +29	+2%	+$4.7K	0.04%	174
2013 Q3	$238K	Hold	1,548	–	–	0.04%	191
2013 Q2	$227K	Buy	+1,548	New	+$228K	0.04%	189

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

Maryland Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q3 2022, selling an estimated $35.8K and leaving 2,436 shares worth $800K. The position accounts for 0.07% of the portfolio, ranked #113.

Maryland Capital Management first reported a position in VOO in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Maryland Capital Management held 2,436 shares of Vanguard S&P 500 ETF worth $800K as of Q3 2022.
Maryland Capital Management sold 98 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $35.8K.
Vanguard S&P 500 ETF made up 0.07% of Maryland Capital Management's portfolio in Q3 2022, its #113 holding.
Maryland Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 17 quarters since.
Maryland Capital Management's Vanguard S&P 500 ETF position peaked at $1.14M in Q4 2021.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

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