Carson Wealth (CWM LLC)
VGR

Carson Wealth (CWM LLC)’s Vector Group Ltd. VGR Stock Holding History

Carson Wealth (CWM LLC)’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
-197
Closed -$3K – 5273
2024
Q3 		$3K Sell
197
-2,561
-93% -$34.5K ﹤0.01% 4338
2024
Q2 		$29K Buy
2,758
+402
+17% +$4.26K ﹤0.01% 2877
2024
Q1 		$26K Sell
2,356
-539
-19% -$5.86K ﹤0.01% 2746
2023
Q4 		$33K Buy
2,895
+3
+0.1% +$33 ﹤0.01% 2453
2023
Q3 		$31K Buy
2,892
+988
+52% +$11.5K ﹤0.01% 2399
2023
Q2 		$24K Buy
1,904
+91
+5% +$1.12K ﹤0.01% 2530
2023
Q1 		$22K Buy
1,813
+179
+11% +$2.26K ﹤0.01% 2455
2022
Q4 		$19K Buy
1,634
+200
+14% +$2.11K ﹤0.01% 2429
2022
Q3 		$13K Sell
1,434
-434
-23% -$4.4K ﹤0.01% 2538
2022
Q2 		$20K Buy
1,868
+423
+29% +$5.08K ﹤0.01% 2135
2022
Q1 		$17K Buy
1,445
+292
+25% +$3.25K ﹤0.01% 2200
2021
Q4 		$13K Buy
+1,153
New +$12.3K ﹤0.01% 2227

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

Carson Wealth (CWM LLC)'s VGR Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Vector Group Ltd. (VGR) in Q4 2024, closing a stake of 197 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in VGR in Q4 2021 and held it in 12 quarters. The position peaked at $33K in Q4 2023. 2 funds tracked by Wall St. Rank hold VGR as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Vector Group Ltd. position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 197 Vector Group Ltd. shares in Q4 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Vector Group Ltd. in Q4 2021 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Vector Group Ltd. position peaked at $33K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.