BFG
VGR

Berger Financial Group’s Vector Group Ltd. VGR Stock Holding History

Berger Financial Group’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
-20,979
Closed -$222K – 401
2024
Q2 		$222K Sell
20,979
-2,764
-12% -$29.3K 0.02% 341
2024
Q1 		$260K Sell
23,743
-603
-2% -$6.55K 0.02% 308
2023
Q4 		$275K Sell
24,346
-1,704
-7% -$18.5K 0.03% 246
2023
Q3 		$277K Sell
26,050
-1,701
-6% -$19.7K 0.03% 219
2023
Q2 		$355K Sell
27,751
-844
-3% -$10.4K 0.04% 198
2023
Q1 		$343K Sell
28,595
-1,427
-5% -$18K 0.04% 196
2022
Q4 		$356K Sell
30,022
-786
-3% -$8.3K 0.05% 186
2022
Q3 		$271K Buy
30,808
+277
+0.9% +$2.81K 0.04% 195
2022
Q2 		$321K Sell
30,531
-2,039
-6% -$24.5K 0.05% 178
2022
Q1 		$392K Buy
32,570
+1,020
+3% +$11.3K 0.05% 172
2021
Q4 		$362K Buy
+31,550
New +$337K 0.05% 190

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

Berger Financial Group's VGR Position: Q3 2024 in Review

Berger Financial Group sold out of Vector Group Ltd. (VGR) in Q3 2024, closing a stake of 20,979 shares — an estimated $222K sold.

Berger Financial Group first reported a position in VGR in Q4 2021 and held it in 11 quarters. The position peaked at $392K in Q1 2022. 259 funds tracked by Wall St. Rank hold VGR as of Q3 2024.

  • Berger Financial Group reported no remaining Vector Group Ltd. position as of Q3 2024 after selling out during the quarter.
  • Berger Financial Group sold 20,979 Vector Group Ltd. shares in Q3 2024, an estimated $222K.
  • Berger Financial Group first reported a position in Vector Group Ltd. in Q4 2021 and held it in 11 quarters.
  • Berger Financial Group's Vector Group Ltd. position peaked at $392K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q3 2024.

Based on Berger Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.