Creative Planning’s Vector Group Ltd. VGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-63,554
| Closed | -$948K | – | 3683 |
|
|
2024
Q3 | $948K | Buy |
63,554
+4,711
| +8% | +$70.3K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $622K | Sell |
58,843
-11,297
| -16% | -$119K | ﹤0.01% | 1773 |
|
|
2024
Q1 | $769K | Buy |
70,140
+34,214
| +95% | +$375K | ﹤0.01% | 1526 |
|
|
2023
Q4 | $405K | Buy |
35,926
+688
| +2% | +$7.76K | ﹤0.01% | 1852 |
|
|
2023
Q3 | $375K | Buy |
35,238
+1,026
| +3% | +$10.9K | ﹤0.01% | 1762 |
|
|
2023
Q2 | $438K | Buy |
34,212
+435
| +1% | +$5.57K | ﹤0.01% | 1640 |
|
|
2023
Q1 | $406K | Sell |
33,777
-572
| -2% | -$6.87K | ﹤0.01% | 1605 |
|
|
2022
Q4 | $407K | Buy |
34,349
+2,634
| +8% | +$31.2K | ﹤0.01% | 1528 |
|
|
2022
Q3 | $279K | Buy |
31,715
+28
| +0.1% | +$246 | ﹤0.01% | 1684 |
|
|
2022
Q2 | $333K | Sell |
31,687
-1,774
| -5% | -$18.6K | ﹤0.01% | 1539 |
|
|
2022
Q1 | $403K | Buy |
33,461
+131
| +0.4% | +$1.58K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $383K | Sell |
33,330
-13,847
| -29% | -$159K | ﹤0.01% | 1471 |
|
|
2021
Q3 | $427K | Buy |
47,177
+397
| +0.8% | +$3.59K | ﹤0.01% | 1377 |
|
|
2021
Q2 | $469K | Sell |
46,780
-36,111
| -44% | -$362K | ﹤0.01% | 1316 |
|
|
2021
Q1 | $820K | Sell |
82,891
-6,943
| -8% | -$68.7K | ﹤0.01% | 1133 |
|
|
2020
Q4 | $742K | Buy |
89,834
+587
| +0.7% | +$4.85K | ﹤0.01% | 1085 |
|
|
2020
Q3 | $613K | Buy |
89,247
+3,221
| +4% | +$22.1K | ﹤0.01% | 1016 |
|
|
2020
Q2 | $614K | Sell |
86,026
-22,341
| -21% | -$159K | ﹤0.01% | 932 |
|
|
2020
Q1 | $724K | Buy |
108,367
+532
| +0.5% | +$3.55K | ﹤0.01% | 775 |
|
|
2019
Q4 | $1.02M | Sell |
107,835
-9,569
| -8% | -$90.9K | ﹤0.01% | 775 |
|
|
2019
Q3 | $992K | Sell |
117,404
-7,333
| -6% | -$62K | ﹤0.01% | 763 |
|
|
2019
Q2 | $821K | Sell |
124,737
-15,206
| -11% | -$100K | ﹤0.01% | 841 |
|
|
2019
Q1 | $1.02M | Sell |
139,943
-4,047
| -3% | -$29.5K | ﹤0.01% | 727 |
|
|
2018
Q4 | $946K | Buy |
143,990
+6,247
| +5% | +$41K | ﹤0.01% | 687 |
|
|
2018
Q3 | $1.28M | Sell |
137,743
-86
| -0.1% | -$800 | ﹤0.01% | 650 |
|
|
2018
Q2 | $1.69M | Sell |
137,829
-542
| -0.4% | -$6.65K | 0.01% | 512 |
|
|
2018
Q1 | $1.82M | Sell |
138,371
-2,404
| -2% | -$31.5K | 0.01% | 487 |
|
|
2017
Q4 | $2.03M | Sell |
140,775
-2,865
| -2% | -$41.3K | 0.01% | 451 |
|
|
2017
Q3 | $1.89M | Buy |
143,640
+421
| +0.3% | +$5.54K | 0.01% | 475 |
|
|
2017
Q2 | $1.87M | Buy |
143,219
+6,236
| +5% | +$81.5K | 0.01% | 455 |
|
|
2017
Q1 | $1.75M | Sell |
136,983
-141
| -0.1% | -$1.8K | 0.01% | 468 |
|
|
2016
Q4 | $1.91M | Buy |
137,124
+2,205
| +2% | +$30.7K | 0.01% | 415 |
|
|
2016
Q3 | $1.78M | Buy |
134,919
+5,305
| +4% | +$70K | 0.01% | 408 |
|
|
2016
Q2 | $1.7M | Sell |
129,614
-1,454
| -1% | -$19K | 0.01% | 378 |
|
|
2016
Q1 | $1.75M | Buy |
131,068
+15,987
| +14% | +$213K | 0.01% | 344 |
|
|
2015
Q4 | $1.58M | Sell |
115,081
-36,891
| -24% | -$508K | 0.01% | 364 |
|
|
2015
Q3 | $2.01M | Sell |
151,972
-8,397
| -5% | -$111K | 0.02% | 298 |
|
|
2015
Q2 | $2.09M | Buy |
160,369
+31,321
| +24% | +$408K | 0.02% | 287 |
|
|
2015
Q1 | $1.58M | Sell |
129,048
-5,690
| -4% | -$69.4K | 0.01% | 336 |
|
|
2014
Q4 | $1.6M | Sell |
134,738
-14,947
| -10% | -$177K | 0.02% | 324 |
|
|
2014
Q3 | $1.85M | Buy |
149,685
+1,855
| +1% | +$22.9K | 0.02% | 258 |
|
|
2014
Q2 | $1.62M | Buy |
147,830
+754
| +0.5% | +$8.25K | 0.02% | 271 |
|
|
2014
Q1 | $1.68M | Buy |
147,076
+5,771
| +4% | +$65.8K | 0.03% | 238 |
|
|
2013
Q4 | $1.22M | Buy |
141,305
+81,123
| +135% | +$703K | 0.02% | 265 |
|
|
2013
Q3 | $513K | Sell |
60,182
-7,550
| -11% | -$64.4K | 0.01% | 441 |
|
|
2013
Q2 | $554K | Buy |
+67,732
| New | +$554K | 0.01% | 383 |
|