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

Princeton 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
2018 Q4	–	Sell	-1,512	Closed	-$167K	–	269
2018 Q3	$167K	Buy	1,512 +290	+24%	+$31.2K	0.07%	106
2018 Q2	$124K	Hold	1,222	–	–	0.05%	121
2018 Q1	$123K	Buy	+1,222	New	+$127K	0.05%	117

Other funds holding VIG

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

CSIA

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

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

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Princeton Capital Management's VIG Position: Q4 2018 in Review

Princeton Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2018, closing a stake of 1,512 shares — an estimated $167K sold.

Princeton Capital Management first reported a position in VIG in Q1 2018 and held it in 3 quarters. The position peaked at $167K in Q3 2018. 986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

Princeton Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2018 after selling out during the quarter.
Princeton Capital Management sold 1,512 Vanguard Dividend Appreciation ETF shares in Q4 2018, an estimated $167K.
Princeton Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and held it in 3 quarters.
Princeton Capital Management's Vanguard Dividend Appreciation ETF position peaked at $167K in Q3 2018.
986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on Princeton Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.