Baldwin Wealth Partners
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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

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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. 48 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.
  • 48 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.