PWM
VGR

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

Peterson 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
2020
Q2 		– Sell
-21,665
Closed -$145K – 52
2020
Q1 		$145K Hold
21,665
– – 0.18% 43
2019
Q4 		$203K Buy
+21,665
New +$189K 0.18% 42

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Peterson Wealth Management's VGR Position: Q2 2020 in Review

Peterson Wealth Management sold out of Vector Group Ltd. (VGR) in Q2 2020, closing a stake of 21,665 shares — an estimated $145K sold.

Peterson Wealth Management first reported a position in VGR in Q4 2019 and held it in 2 quarters. The position peaked at $203K in Q4 2019. 213 funds tracked by Wall St. Rank hold VGR as of Q2 2020.

  • Peterson Wealth Management reported no remaining Vector Group Ltd. position as of Q2 2020 after selling out during the quarter.
  • Peterson Wealth Management sold 21,665 Vector Group Ltd. shares in Q2 2020, an estimated $145K.
  • Peterson Wealth Management first reported a position in Vector Group Ltd. in Q4 2019 and held it in 2 quarters.
  • Peterson Wealth Management's Vector Group Ltd. position peaked at $203K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q2 2020.

Based on Peterson Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.