Cornerstone Wealth Management’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Cornerstone Wealth Management’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	-4,060	Closed	-$216K	–	604
2024 Q3	$216K	Buy	+4,060	New	+$206K	0.02%	530
2023 Q3	–	Sell	-4,461	Closed	-$206K	–	548
2023 Q2	$206K	Buy	+4,461	New	+$200K	0.02%	482
2022 Q2	–	Sell	-5,378	Closed	-$249K	–	485
2022 Q1	$249K	Buy	5,378 +7	+0.1%	+$316	0.02%	409
2021 Q4	$256K	Buy	5,371 +14	+0.3%	+$640	0.02%	432
2021 Q3	$231K	Buy	5,357 +741	+16%	+$33.4K	0.02%	408
2021 Q2	$204K	Sell	4,616 -720	-13%	-$31.3K	0.02%	456
2021 Q1	$222K	Buy	+5,336	New	+$213K	0.03%	411
2020 Q4	–	Sell	-24,829	Closed	-$901K	–	436
2020 Q3	$901K	Buy	+24,829	New	+$877K	0.13%	150

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return

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 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

Cornerstone Wealth Management's VSDA Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q4 2024, closing a stake of 4,060 shares — an estimated $216K sold.

Cornerstone Wealth Management first reported a position in VSDA in Q3 2020 and held it in 8 quarters. The position peaked at $901K in Q3 2020. 47 funds tracked by Wall St. Rank hold VSDA as of Q4 2024.

Cornerstone Wealth Management reported no remaining VictoryShares Dividend Accelerator ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Wealth Management sold 4,060 VictoryShares Dividend Accelerator ETF shares in Q4 2024, an estimated $216K.
Cornerstone Wealth Management first reported a position in VictoryShares Dividend Accelerator ETF in Q3 2020 and held it in 8 quarters.
Cornerstone Wealth Management's VictoryShares Dividend Accelerator ETF position peaked at $901K in Q3 2020.
47 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.