AWM
VGR

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

AE 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
2024
Q4 		– Sell
-10,513
Closed -$157K – 2182
2024
Q3 		$157K Sell
10,513
-3,962
-27% -$53.4K ﹤0.01% 1194
2024
Q2 		$153K Sell
14,475
-3,964
-21% -$42K ﹤0.01% 1184
2024
Q1 		$202K Sell
18,439
-8,002
-30% -$87K ﹤0.01% 1096
2023
Q4 		$288K Sell
26,441
-922
-3% -$10K ﹤0.01% 1726
2023
Q3 		$291K Sell
27,363
-842
-3% -$9.77K ﹤0.01% 1624
2023
Q2 		$361K Sell
28,205
-81
-0.3% -$999 ﹤0.01% 1531
2023
Q1 		$340K Sell
28,286
-1,663
-6% -$21K ﹤0.01% 1490
2022
Q4 		$355K Buy
29,949
+8,174
+38% +$86.3K ﹤0.01% 1439
2022
Q3 		$192K Sell
21,775
-205
-0.9% -$2.08K ﹤0.01% 1614
2022
Q2 		$231K Sell
21,980
-532
-2% -$6.39K ﹤0.01% 1542
2022
Q1 		$271K Buy
22,512
+2,021
+10% +$22.5K ﹤0.01% 1464
2021
Q4 		$235K Sell
20,491
-8,731
-30% -$93.3K ﹤0.01% 1539
2021
Q3 		$264K Buy
29,222
+4,001
+16% +$39K ﹤0.01% 1417
2021
Q2 		$253K Buy
25,221
+3,274
+15% +$32.6K ﹤0.01% 1413
2021
Q1 		$217K Buy
21,947
+3,324
+18% +$31.5K ﹤0.01% 1379
2020
Q4 		$154K Buy
18,623
+2,274
+14% +$17.8K ﹤0.01% 1290
2020
Q3 		$112K Sell
16,349
-636
-4% -$4.33K ﹤0.01% 1208
2020
Q2 		$121K Sell
16,985
-56
-0.3% -$428 ﹤0.01% 1183
2020
Q1 		$114K Buy
17,041
+524
+3% +$4.62K ﹤0.01% 1042
2019
Q4 		$157K Sell
16,517
-6,043
-27% -$52.9K ﹤0.01% 1071
2019
Q3 		$191K Buy
22,560
+7,533
+50% +$57.7K 0.01% 928
2019
Q2 		$99K Buy
+15,027
New +$100K ﹤0.01% 929

Other funds holding VGR

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AE Wealth Management's VGR Position: Q4 2024 in Review

AE Wealth Management sold out of Vector Group Ltd. (VGR) in Q4 2024, closing a stake of 10,513 shares — an estimated $157K sold.

AE Wealth Management first reported a position in VGR in Q2 2019 and held it in 22 quarters. The position peaked at $361K in Q2 2023. 2 funds tracked by Wall St. Rank hold VGR as of Q4 2024.

  • AE Wealth Management reported no remaining Vector Group Ltd. position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,513 Vector Group Ltd. shares in Q4 2024, an estimated $157K.
  • AE Wealth Management first reported a position in Vector Group Ltd. in Q2 2019 and held it in 22 quarters.
  • AE Wealth Management's Vector Group Ltd. position peaked at $361K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.