Creative Planning
VGR

Creative Planning’s Vector Group Ltd. VGR Stock Holding History

Creative Planning’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
-63,554
Closed -$948K – 3711
2024
Q3 		$948K Buy
63,554
+4,711
+8% +$63.5K ﹤0.01% 1556
2024
Q2 		$622K Sell
58,843
-11,297
-16% -$120K ﹤0.01% 1778
2024
Q1 		$769K Buy
70,140
+34,214
+95% +$372K ﹤0.01% 1531
2023
Q4 		$405K Buy
35,926
+688
+2% +$7.46K ﹤0.01% 1856
2023
Q3 		$375K Buy
35,238
+1,026
+3% +$11.9K ﹤0.01% 1766
2023
Q2 		$438K Buy
34,212
+435
+1% +$5.36K ﹤0.01% 1646
2023
Q1 		$406K Sell
33,777
-572
-2% -$7.21K ﹤0.01% 1611
2022
Q4 		$407K Buy
34,349
+2,634
+8% +$27.8K ﹤0.01% 1535
2022
Q3 		$279K Buy
31,715
+28
+0.1% +$284 ﹤0.01% 1695
2022
Q2 		$333K Sell
31,687
-1,774
-5% -$21.3K ﹤0.01% 1545
2022
Q1 		$403K Buy
33,461
+131
+0.4% +$1.46K ﹤0.01% 1451
2021
Q4 		$383K Sell
33,330
-13,847
-29% -$148K ﹤0.01% 1471
2021
Q3 		$427K Buy
47,177
+397
+0.8% +$3.87K ﹤0.01% 1377
2021
Q2 		$469K Sell
46,780
-36,111
-44% -$360K ﹤0.01% 1318
2021
Q1 		$820K Sell
82,891
-6,943
-8% -$65.9K ﹤0.01% 1150
2020
Q4 		$742K Buy
89,834
+587
+0.7% +$4.6K ﹤0.01% 1099
2020
Q3 		$613K Buy
89,247
+3,221
+4% +$22K ﹤0.01% 1030
2020
Q2 		$614K Sell
86,026
-22,341
-21% -$171K ﹤0.01% 942
2020
Q1 		$724K Buy
108,367
+532
+0.5% +$4.69K ﹤0.01% 781
2019
Q4 		$1.02M Sell
107,835
-9,569
-8% -$83.7K ﹤0.01% 780
2019
Q3 		$992K Sell
117,404
-7,333
-6% -$56.2K ﹤0.01% 766
2019
Q2 		$821K Sell
124,737
-15,206
-11% -$102K ﹤0.01% 845
2019
Q1 		$1.02M Sell
139,943
-4,047
-3% -$30.1K ﹤0.01% 730
2018
Q4 		$946K Buy
143,990
+6,247
+5% +$52.8K ﹤0.01% 692
2018
Q3 		$1.28M Sell
137,743
-86
-0.1% -$937 ﹤0.01% 654
2018
Q2 		$1.69M Sell
137,829
-542
-0.4% -$6.83K 0.01% 516
2018
Q1 		$1.81M Sell
138,371
-2,404
-2% -$32.2K 0.01% 492
2017
Q4 		$2.03M Sell
140,775
-2,865
-2% -$39.9K 0.01% 453
2017
Q3 		$1.89M Buy
143,640
+421
+0.3% +$5.47K 0.01% 477
2017
Q2 		$1.87M Buy
143,219
+6,236
+5% +$82K 0.01% 457
2017
Q1 		$1.75M Sell
136,983
-141
-0.1% -$1.9K 0.01% 469
2016
Q4 		$1.91M Buy
137,124
+2,205
+2% +$28.6K 0.01% 416
2016
Q3 		$1.78M Buy
134,919
+5,305
+4% +$69.2K 0.01% 409
2016
Q2 		$1.7M Sell
129,614
-1,454
-1% -$18.3K 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% -$516K 0.01% 365
2015
Q3 		$2M Sell
151,972
-8,397
-5% -$113K 0.02% 298
2015
Q2 		$2.09M Buy
160,369
+31,321
+24% +$390K 0.02% 287
2015
Q1 		$1.57M Sell
129,048
-5,690
-4% -$70.4K 0.01% 337
2014
Q4 		$1.6M Sell
134,738
-14,947
-10% -$178K 0.02% 325
2014
Q3 		$1.84M Buy
149,685
+1,855
+1% +$21.8K 0.02% 258
2014
Q2 		$1.62M Buy
147,830
+754
+0.5% +$8.26K 0.02% 271
2014
Q1 		$1.68M Buy
147,076
+5,771
+4% +$57.9K 0.03% 238
2013
Q4 		$1.22M Buy
141,305
+81,123
+135% +$700K 0.02% 265
2013
Q3 		$513K Sell
60,182
-7,550
-11% -$63.3K 0.01% 441
2013
Q2 		$554K Buy
+67,732
New +$548K 0.01% 383

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

Creative Planning's VGR Position: Q4 2024 in Review

Creative Planning sold out of Vector Group Ltd. (VGR) in Q4 2024, closing a stake of 63,554 shares — an estimated $948K sold.

Creative Planning first reported a position in VGR in Q2 2013 and held it in 46 quarters. The position peaked at $2.09M in Q2 2015. 2 funds tracked by Wall St. Rank hold VGR as of Q4 2024.

  • Creative Planning reported no remaining Vector Group Ltd. position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 63,554 Vector Group Ltd. shares in Q4 2024, an estimated $948K.
  • Creative Planning first reported a position in Vector Group Ltd. in Q2 2013 and held it in 46 quarters.
  • Creative Planning's Vector Group Ltd. position peaked at $2.09M in Q2 2015.
  • 2 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.