AAS
VGR

Avantax Advisory Services’s Vector Group Ltd. VGR Stock Holding History

Avantax Advisory Services’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
Q3 		– Sell
-10,191
Closed -$108K – 2218
2024
Q2 		$108K Sell
10,191
-1,067
-9% -$11.3K ﹤0.01% 2008
2024
Q1 		$123K Sell
11,258
-11,713
-51% -$127K ﹤0.01% 1580
2023
Q4 		$259K Buy
22,971
+360
+2% +$3.9K ﹤0.01% 1324
2023
Q3 		$241K Sell
22,611
-524
-2% -$6.08K ﹤0.01% 1317
2023
Q2 		$296K Buy
23,135
+421
+2% +$5.19K ﹤0.01% 1193
2023
Q1 		$273K Buy
22,714
+22
+0.1% +$277 ﹤0.01% 1203
2022
Q4 		$269K Buy
22,692
+172
+0.8% +$1.82K ﹤0.01% 1159
2022
Q3 		$198K Sell
22,520
-3,244
-13% -$32.9K ﹤0.01% 1219
2022
Q2 		$271K Sell
25,764
-77
-0.3% -$925 ﹤0.01% 1057
2022
Q1 		$312K Sell
25,841
-1,304
-5% -$14.5K ﹤0.01% 980
2021
Q4 		$312K Sell
27,145
-9,236
-25% -$98.7K ﹤0.01% 959
2021
Q3 		$329K Buy
36,381
+30
+0.1% +$293 0.01% 884
2021
Q2 		$368K Buy
36,351
+24
+0.1% +$239 0.01% 820
2021
Q1 		$360K Buy
36,327
+9,629
+36% +$91.4K 0.01% 730
2020
Q4 		$222K Sell
26,698
-13,553
-34% -$106K 0.01% 840
2020
Q3 		$276K Buy
40,251
+17,647
+78% +$120K ﹤0.01% 1065
2020
Q2 		$160K Buy
22,604
+33
+0.1% +$252 ﹤0.01% 806
2020
Q1 		$150K Buy
22,571
+41
+0.2% +$361 ﹤0.01% 743
2019
Q4 		$214K Buy
+22,530
New +$197K 0.01% 762

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Avantax Advisory Services's VGR Position: Q3 2024 in Review

Avantax Advisory Services sold out of Vector Group Ltd. (VGR) in Q3 2024, closing a stake of 10,191 shares — an estimated $108K sold.

Avantax Advisory Services first reported a position in VGR in Q4 2019 and held it in 19 quarters. The position peaked at $368K in Q2 2021. 259 funds tracked by Wall St. Rank hold VGR as of Q3 2024.

  • Avantax Advisory Services reported no remaining Vector Group Ltd. position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 10,191 Vector Group Ltd. shares in Q3 2024, an estimated $108K.
  • Avantax Advisory Services first reported a position in Vector Group Ltd. in Q4 2019 and held it in 19 quarters.
  • Avantax Advisory Services's Vector Group Ltd. position peaked at $368K in Q2 2021.
  • 259 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.