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Baldwin Wealth Partners’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Baldwin Wealth Partners’s Portfolio VSDA Stock Details VSDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,476
Closed -$663K – 1009
2024
Q3 		$663K Buy
+12,476
New +$634K 0.05% 162

Other funds holding VSDA

PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Baldwin Wealth Partners's VSDA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q4 2024, closing a stake of 12,476 shares — an estimated $663K sold.

Baldwin Wealth Partners first reported a position in VSDA in Q3 2024 and held it in 1 quarter. The position peaked at $663K in Q3 2024. 47 funds tracked by Wall St. Rank hold VSDA as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining VictoryShares Dividend Accelerator ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 12,476 VictoryShares Dividend Accelerator ETF shares in Q4 2024, an estimated $663K.
  • Baldwin Wealth Partners first reported a position in VictoryShares Dividend Accelerator ETF in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's VictoryShares Dividend Accelerator ETF position peaked at $663K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.