Princeton Capital Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Princeton Capital Management’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-300	Closed	-$54K	–	208
2019 Q3	$54K	Hold	300	–	–	0.03%	152
2019 Q2	$54K	Hold	300	–	–	0.03%	148
2019 Q1	$52K	Hold	300	–	–	0.03%	150
2018 Q4	$45K	Hold	300	–	–	0.03%	156
2018 Q3	$54K	Buy	300 +150	+100%	+$26.5K	0.02%	171
2018 Q2	$25K	Hold	150	–	–	0.01%	216
2018 Q1	$24K	Buy	+150	New	+$24.5K	0.01%	212

Other funds holding VCR

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Princeton Capital Management's VCR Position: Q4 2019 in Review

Princeton Capital Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2019, closing a stake of 300 shares — an estimated $54K sold.

Princeton Capital Management first reported a position in VCR in Q1 2018 and held it in 7 quarters. The position peaked at $54K in Q3 2019. 278 funds tracked by Wall St. Rank hold VCR as of Q4 2019.

Princeton Capital Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 300 Vanguard Consumer Discretionary ETF shares in Q4 2019, an estimated $54K.
Princeton Capital Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2018 and held it in 7 quarters.
Princeton Capital Management's Vanguard Consumer Discretionary ETF position peaked at $54K in Q3 2019.
278 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.