AWM
VGR

Accurate Wealth Management’s Vector Group Ltd. VGR Stock Holding History

Accurate Wealth Management’s Portfolio VGR Stock Details VGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-809
Closed -$10K – 1543
2022
Q4 		$10K Buy
+809
New +$8.55K ﹤0.01% 859

Other funds holding VGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accurate Wealth Management's VGR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Vector Group Ltd. (VGR) in Q1 2023, closing a stake of 809 shares — an estimated $10K sold.

Accurate Wealth Management first reported a position in VGR in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 263 funds tracked by Wall St. Rank hold VGR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Vector Group Ltd. position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 809 Vector Group Ltd. shares in Q1 2023, an estimated $10K.
  • Accurate Wealth Management first reported a position in Vector Group Ltd. in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Vector Group Ltd. position peaked at $10K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.