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

Harvest Group 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
2023 Q1	$385K	Sell	8,501 -1,000	-11%	-$45.1K	0.24%	41
2022 Q4	$424K	Sell	9,501 -29	-0.3%	-$1.27K	0.28%	43
2022 Q3	$395K	Sell	9,530 -383	-4%	-$16.6K	0.26%	45
2022 Q2	$439K	Sell	9,913 -3,982	-29%	-$176K	0.27%	45
2022 Q1	$643K	Sell	13,895 -6,424	-32%	-$290K	0.37%	37
2021 Q4	$967K	Sell	20,319 -434	-2%	-$19.8K	0.54%	31
2021 Q3	$896K	Sell	20,753 -1,118	-5%	-$50.4K	0.53%	26
2021 Q2	$965K	Sell	21,871 -13,592	-38%	-$591K	0.57%	21
2021 Q1	$1.53M	Sell	35,463 -116,673	-77%	-$4.65M	0.96%	20
2020 Q4	$6.03M	Sell	152,136 -5,499	-3%	-$210K	3.6%	14
2020 Q3	$5.72M	Sell	157,635 -21,043	-12%	-$743K	3.97%	13
2020 Q2	$5.92M	Sell	178,678 -55,242	-24%	-$1.76M	4.95%	10
2020 Q1	$6.75M	Buy	+233,920	New	+$7.9M	6.8%	5

Other funds holding VSDA

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Harvest Group Wealth Management's VSDA Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its VictoryShares Dividend Accelerator ETF (VSDA) stake by 11% in Q1 2023, selling an estimated $45.1K and leaving 8,501 shares worth $385K. The position accounts for 0.24% of the portfolio, ranked #41.

Harvest Group Wealth Management first reported a position in VSDA in Q1 2020 and has held it in 13 quarters since. The position peaked at $6.75M in Q1 2020. 42 funds tracked by Wall St. Rank hold VSDA as of Q1 2023.

Harvest Group Wealth Management held 8,501 shares of VictoryShares Dividend Accelerator ETF worth $385K as of Q1 2023.
Harvest Group Wealth Management sold 1,000 VictoryShares Dividend Accelerator ETF shares in Q1 2023, an estimated $45.1K.
VictoryShares Dividend Accelerator ETF made up 0.24% of Harvest Group Wealth Management's portfolio in Q1 2023, its #41 holding.
Harvest Group Wealth Management first reported a position in VictoryShares Dividend Accelerator ETF in Q1 2020 and has held it in 13 quarters since.
Harvest Group Wealth Management's VictoryShares Dividend Accelerator ETF position peaked at $6.75M in Q1 2020.
42 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.