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Bison Wealth’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Bison Wealth’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 		$443K Sell
8,712
-82
-0.9% -$4.34K 0.1% 176
2024
Q3 		$467K Sell
8,794
-40
-0.5% -$2.03K 0.07% 246
2024
Q2 		$445K Hold
8,834
– – 0.07% 261
2024
Q1 		$445K Buy
8,834
+812
+10% +$39.1K 0.07% 261
2023
Q4 		$382K Buy
8,022
+21
+0.3% +$932 0.07% 276
2023
Q3 		$347K Sell
8,001
-984
-11% -$45K 0.07% 282
2023
Q2 		$416K Buy
+8,985
New +$403K 0.08% 250
2021
Q4 		– Sell
-4,593
Closed -$198K – 482
2021
Q3 		$198K Sell
4,593
-699
-13% -$31.5K 0.09% 229
2021
Q2 		$234K Sell
5,292
-599
-10% -$26.1K 0.1% 216
2021
Q1 		$245K Sell
5,891
-399
-6% -$15.9K 0.11% 209
2020
Q4 		$249K Buy
6,290
+2
+0% +$76 0.12% 191
2020
Q3 		$228K Buy
6,288
+1
+0% +$35 0.13% 160
2020
Q2 		$208K Sell
6,287
-398
-6% -$12.7K 0.13% 177
2020
Q1 		$193K Buy
6,685
+2
+0% +$68 0.14% 170
2019
Q4 		$239K Buy
+6,683
New +$232K 0.11% 198

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 $3.16B AUM 29.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Bison Wealth's VSDA Position: Q4 2024 in Review

Bison Wealth reduced its VictoryShares Dividend Accelerator ETF (VSDA) stake by 0.93% in Q4 2024, selling an estimated $4.34K and leaving 8,712 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #176.

Bison Wealth first reported a position in VSDA in Q4 2019 and has held it in 15 quarters since. The position peaked at $467K in Q3 2024. 47 funds tracked by Wall St. Rank hold VSDA as of Q4 2024.

  • Bison Wealth held 8,712 shares of VictoryShares Dividend Accelerator ETF worth $443K as of Q4 2024.
  • Bison Wealth sold 82 VictoryShares Dividend Accelerator ETF shares in Q4 2024, an estimated $4.34K.
  • VictoryShares Dividend Accelerator ETF made up 0.1% of Bison Wealth's portfolio in Q4 2024, its #176 holding.
  • Bison Wealth first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2019 and has held it in 15 quarters since.
  • Bison Wealth's VictoryShares Dividend Accelerator ETF position peaked at $467K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.