JWA
VGR

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

JFS 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
Q3 		– Sell
-109
Closed -$1.15K – 2029
2024
Q2 		$1.15K Buy
109
+35
+47% +$371 ﹤0.01% 1638
2024
Q1 		$812 Sell
74
-57
-44% -$619 ﹤0.01% 1702
2023
Q4 		$1.48K Buy
131
+38
+41% +$412 ﹤0.01% 1541
2023
Q3 		$990 Sell
93
-38
-29% -$441 ﹤0.01% 1597
2023
Q2 		$1.68K Sell
131
-13
-9% -$160 ﹤0.01% 1446
2023
Q1 		$1.73K Buy
144
+36
+33% +$454 ﹤0.01% 1417
2022
Q4 		$1.28K Buy
108
+51
+89% +$539 ﹤0.01% 1536
2022
Q3 		$1K Sell
57
-109
-66% -$1.1K ﹤0.01% 1699
2022
Q2 		$2K Buy
166
+71
+75% +$853 ﹤0.01% 1427
2022
Q1 		$1K Buy
95
+63
+197% +$701 ﹤0.01% 1774
2021
Q4 		$0 Buy
+32
New +$342 ﹤0.01% 1916

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

JFS Wealth Advisors's VGR Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Vector Group Ltd. (VGR) in Q3 2024, closing a stake of 109 shares — an estimated $1.15K sold.

JFS Wealth Advisors first reported a position in VGR in Q4 2021 and held it in 11 quarters. The position peaked at $2K in Q2 2022. 259 funds tracked by Wall St. Rank hold VGR as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Vector Group Ltd. position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 109 Vector Group Ltd. shares in Q3 2024, an estimated $1.15K.
  • JFS Wealth Advisors first reported a position in Vector Group Ltd. in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's Vector Group Ltd. position peaked at $2K in Q2 2022.
  • 259 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.