Triad Wealth Partners’s Vector Group Ltd. VGR Stock Holding History

Triad Wealth Partners’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	-2,078	Closed	-$22K	–	1001
2024 Q2	$22K	Buy	+2,078	New	+$22K	0.01%	328

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

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

Triad Wealth Partners's VGR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vector Group Ltd. (VGR) in Q3 2024, closing a stake of 2,078 shares — an estimated $22K sold.

Triad Wealth Partners first reported a position in VGR in Q2 2024 and held it in 1 quarter. The position peaked at $22K in Q2 2024. 259 funds tracked by Wall St. Rank hold VGR as of Q3 2024.

Triad Wealth Partners reported no remaining Vector Group Ltd. position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 2,078 Vector Group Ltd. shares in Q3 2024, an estimated $22K.
Triad Wealth Partners first reported a position in Vector Group Ltd. in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Vector Group Ltd. position peaked at $22K in Q2 2024.
259 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.