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

Selective 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
2021 Q2	–	Sell	-1,035	Closed	-$10K	–	560
2021 Q1	$10K	Hold	1,035	–	–	0.01%	260
2020 Q4	$9K	Hold	1,035	–	–	0.01%	258
2020 Q3	$7K	Hold	1,035	–	–	0.01%	232
2020 Q2	$7K	Hold	1,035	–	–	0.01%	274
2020 Q1	$7K	Hold	1,035	–	–	0.01%	182
2019 Q4	$10K	Hold	1,035	–	–	0.01%	163
2019 Q3	$9K	Buy	+1,035	New	+$7.93K	0.01%	179
2018 Q3	$12K	Buy	+1,332	New	+$14.5K	0.14%	78

Other funds holding VGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Selective Wealth Management's VGR Position: Q2 2021 in Review

Selective Wealth Management sold out of Vector Group Ltd. (VGR) in Q2 2021, closing a stake of 1,035 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in VGR in Q3 2018 and held it in 8 quarters. The position peaked at $12K in Q3 2018. 201 funds tracked by Wall St. Rank hold VGR as of Q2 2021.

Selective Wealth Management reported no remaining Vector Group Ltd. position as of Q2 2021 after selling out during the quarter.
Selective Wealth Management sold 1,035 Vector Group Ltd. shares in Q2 2021, an estimated $10K.
Selective Wealth Management first reported a position in Vector Group Ltd. in Q3 2018 and held it in 8 quarters.
Selective Wealth Management's Vector Group Ltd. position peaked at $12K in Q3 2018.
201 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.