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

EverSource 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	-1,345	Closed	-$20.1K	–	3839
2024 Q3	$20.1K	Sell	1,345 -148	-10%	-$1.99K	﹤0.01%	1483
2024 Q2	$19.1K	Hold	1,493	–	–	﹤0.01%	1524
2024 Q1	$15.5K	Buy	1,493 +1,345	+909%	+$14.6K	﹤0.01%	1486
2023 Q4	$1.67K	Sell	148 -85	-36%	-$922	﹤0.01%	2226
2023 Q3	$2.48K	Buy	233 +85	+57%	+$986	﹤0.01%	1950
2023 Q2	$1.9K	Hold	148	–	–	﹤0.01%	2038
2023 Q1	$1.78K	Sell	148 -164	-53%	-$2.07K	﹤0.01%	1971
2022 Q4	$3.7K	Hold	312	–	–	﹤0.01%	1712
2022 Q3	$2K	Hold	312	–	–	﹤0.01%	1752
2022 Q2	$4K	Hold	312	–	–	﹤0.01%	1362
2022 Q1	$4K	Hold	312	–	–	﹤0.01%	1374
2021 Q4	$4K	Buy	+312	New	+$3.33K	﹤0.01%	1377

Other funds holding VGR

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

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

EverSource Wealth Advisors sold out of Vector Group Ltd. (VGR) in Q4 2024, closing a stake of 1,345 shares — an estimated $20.1K sold.

EverSource Wealth Advisors first reported a position in VGR in Q4 2021 and held it in 12 quarters. The position peaked at $20.1K in Q3 2024. 2 funds tracked by Wall St. Rank hold VGR as of Q4 2024.

EverSource Wealth Advisors reported no remaining Vector Group Ltd. position as of Q4 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 1,345 Vector Group Ltd. shares in Q4 2024, an estimated $20.1K.
EverSource Wealth Advisors first reported a position in Vector Group Ltd. in Q4 2021 and held it in 12 quarters.
EverSource Wealth Advisors's Vector Group Ltd. position peaked at $20.1K in Q3 2024.
2 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.