EWA
VGR

EP Wealth Advisors’s Vector Group Ltd. VGR Stock Holding History

EP Wealth Advisors’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
-20,943
Closed -$312K – 1342
2024
Q3 		$312K Buy
+20,943
New +$282K ﹤0.01% 841

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

EP Wealth Advisors's VGR Position: Q4 2024 in Review

EP Wealth Advisors sold out of Vector Group Ltd. (VGR) in Q4 2024, closing a stake of 20,943 shares — an estimated $312K sold.

EP Wealth Advisors first reported a position in VGR in Q3 2024 and held it in 1 quarter. The position peaked at $312K in Q3 2024. 2 funds tracked by Wall St. Rank hold VGR as of Q4 2024.

  • EP Wealth Advisors reported no remaining Vector Group Ltd. position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 20,943 Vector Group Ltd. shares in Q4 2024, an estimated $312K.
  • EP Wealth Advisors first reported a position in Vector Group Ltd. in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Vector Group Ltd. position peaked at $312K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.