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

Tradition 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
2024 Q1	–	Sell	-3,409	Closed	-$38K	–	1243
2023 Q4	$38K	Hold	3,409	–	–	﹤0.01%	693
2023 Q3	$36K	Hold	3,409	–	–	﹤0.01%	686
2023 Q2	$44K	Hold	3,409	–	–	0.01%	667
2023 Q1	$41K	Hold	3,409	–	–	0.01%	670
2022 Q4	$40K	Hold	3,409	–	–	0.01%	587
2022 Q3	$30K	Hold	3,409	–	–	﹤0.01%	660
2022 Q2	$36K	Buy	3,409 +565	+20%	+$6.79K	0.01%	534
2022 Q1	$34K	Hold	2,844	–	–	﹤0.01%	599
2021 Q4	$33K	Sell	2,844 -1,166	-29%	-$12.5K	﹤0.01%	633
2021 Q3	$36K	Hold	4,010	–	–	0.01%	600
2021 Q2	$40K	Hold	4,010	–	–	0.01%	593
2021 Q1	$40K	Hold	4,010	–	–	0.01%	482
2020 Q4	$33K	Buy	+4,010	New	+$31.4K	0.01%	491

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Tradition Wealth Management's VGR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vector Group Ltd. (VGR) in Q1 2024, closing a stake of 3,409 shares — an estimated $38K sold.

Tradition Wealth Management first reported a position in VGR in Q4 2020 and held it in 13 quarters. The position peaked at $44K in Q2 2023. 283 funds tracked by Wall St. Rank hold VGR as of Q1 2024.

Tradition Wealth Management reported no remaining Vector Group Ltd. position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,409 Vector Group Ltd. shares in Q1 2024, an estimated $38K.
Tradition Wealth Management first reported a position in Vector Group Ltd. in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Vector Group Ltd. position peaked at $44K in Q2 2023.
283 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.