EWM
VGR

Empirical Wealth Management’s Vector Group Ltd. VGR Stock Holding History

Empirical Wealth Management’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
-33,166
Closed -$351K – 614
2024
Q2 		$351K Buy
33,166
+12,979
+64% +$137K 0.01% 424
2024
Q1 		$221K Buy
20,187
+2,473
+14% +$26.9K 0.01% 490
2023
Q4 		$200K Sell
17,714
-562
-3% -$6.1K 0.01% 479
2023
Q3 		$194K Buy
18,276
+7,523
+70% +$87.3K 0.01% 449
2023
Q2 		$138K Hold
10,753
– – 0.01% 447
2023
Q1 		$129K Sell
10,753
-600
-5% -$7.57K 0.01% 454
2022
Q4 		$135K Sell
11,353
-928
-8% -$9.8K 0.01% 442
2022
Q3 		$108K Buy
12,281
+1,070
+10% +$10.9K 0.01% 449
2022
Q2 		$118K Buy
+11,211
New +$135K 0.01% 447

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

Empirical Wealth Management's VGR Position: Q3 2024 in Review

Empirical Wealth Management sold out of Vector Group Ltd. (VGR) in Q3 2024, closing a stake of 33,166 shares — an estimated $351K sold.

Empirical Wealth Management first reported a position in VGR in Q2 2022 and held it in 9 quarters. The position peaked at $351K in Q2 2024. 259 funds tracked by Wall St. Rank hold VGR as of Q3 2024.

  • Empirical Wealth Management reported no remaining Vector Group Ltd. position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 33,166 Vector Group Ltd. shares in Q3 2024, an estimated $351K.
  • Empirical Wealth Management first reported a position in Vector Group Ltd. in Q2 2022 and held it in 9 quarters.
  • Empirical Wealth Management's Vector Group Ltd. position peaked at $351K in Q2 2024.
  • 259 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.