EWA
VGR
Exencial Wealth Advisors’s Vector Group Ltd. VGR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-11,141
| Closed | -$254K | – | 167 |
|
2016
Q1 | $254K | Hold |
11,141
| – | – | 0.12% | 130 |
|
2015
Q4 | $257K | Hold |
11,141
| – | – | 0.13% | 117 |
|
2015
Q3 | $252K | Buy |
+11,141
| New | +$252K | 0.12% | 122 |
|
2015
Q2 | – | Sell |
-11,106
| Closed | -$248K | – | 149 |
|
2015
Q1 | $248K | Hold |
11,106
| – | – | 0.1% | 130 |
|
2014
Q4 | $243K | Hold |
11,106
| – | – | 0.11% | 135 |
|
2014
Q3 | $246K | Buy |
11,106
+523
| +5% | +$11.6K | 0.11% | 132 |
|
2014
Q2 | $217K | Hold |
10,583
| – | – | 0.09% | 140 |
|
2014
Q1 | $222K | Hold |
10,583
| – | – | 0.09% | 140 |
|
2013
Q4 | $194K | Sell |
10,583
-615
| -5% | -$11.3K | 0.09% | 133 |
|
2013
Q3 | $183K | Buy |
11,198
+209
| +2% | +$3.42K | 0.09% | 135 |
|
2013
Q2 | $182K | Buy |
+10,989
| New | +$182K | 0.09% | 134 |
|