GWM
Geneos Wealth Management’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-300
| Closed | -$15.5K | – | 3242 |
|
|
2025
Q1 | $15.5K | Buy |
300
+150
| +100% | +$7.75K | ﹤0.01% | 2431 |
|
|
2024
Q4 | $7.63K | Hold |
150
| – | – | ﹤0.01% | 2168 |
|
|
2024
Q3 | $7.97K | Sell |
150
-50
| -25% | -$2.66K | ﹤0.01% | 1918 |
|
|
2024
Q2 | $9.66K | Sell |
200
-400
| -67% | -$19.3K | ﹤0.01% | 1559 |
|
|
2024
Q1 | $30.2K | Sell |
600
-125
| -17% | -$6.29K | ﹤0.01% | 1244 |
|
|
2023
Q4 | $34.5K | Hold |
725
| – | – | ﹤0.01% | 1184 |
|
|
2023
Q3 | $31.5K | Sell |
725
-400
| -36% | -$17.4K | ﹤0.01% | 1215 |
|
|
2023
Q2 | $52K | Hold |
1,125
| – | – | ﹤0.01% | 1071 |
|
|
2023
Q1 | $50.9K | Sell |
1,125
-60
| -5% | -$2.72K | ﹤0.01% | 1078 |
|
|
2022
Q4 | $52.9K | Sell |
1,185
-40
| -3% | -$1.79K | ﹤0.01% | 1036 |
|
|
2022
Q3 | $48K | Hold |
1,225
| – | – | ﹤0.01% | 1048 |
|
|
2022
Q2 | $51K | Hold |
1,225
| – | – | ﹤0.01% | 1279 |
|
|
2022
Q1 | $56K | Hold |
1,225
| – | – | ﹤0.01% | 1335 |
|
|
2021
Q4 | $58K | Hold |
1,225
| – | – | ﹤0.01% | 1415 |
|
|
2021
Q3 | $53K | Hold |
1,225
| – | – | ﹤0.01% | 1470 |
|
|
2021
Q2 | $54K | Buy |
1,225
+325
| +36% | +$14.3K | ﹤0.01% | 1445 |
|
|
2021
Q1 | $38K | Hold |
900
| – | – | ﹤0.01% | 1776 |
|
|
2020
Q4 | $37K | Buy |
+900
| New | +$37K | ﹤0.01% | 1605 |
|