HGWM
Harvest Group Wealth Management’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $385K | Sell |
8,501
-1,000
| -11% | -$45.3K | 0.24% | 41 |
|
|
2022
Q4 | $424K | Sell |
9,501
-29
| -0.3% | -$1.3K | 0.28% | 43 |
|
|
2022
Q3 | $395K | Sell |
9,530
-383
| -4% | -$15.9K | 0.26% | 44 |
|
|
2022
Q2 | $439K | Sell |
9,913
-3,982
| -29% | -$176K | 0.27% | 45 |
|
|
2022
Q1 | $643K | Sell |
13,895
-6,424
| -32% | -$297K | 0.37% | 37 |
|
|
2021
Q4 | $967K | Sell |
20,319
-434
| -2% | -$20.7K | 0.54% | 31 |
|
|
2021
Q3 | $896K | Sell |
20,753
-1,118
| -5% | -$48.3K | 0.53% | 26 |
|
|
2021
Q2 | $965K | Sell |
21,871
-13,592
| -38% | -$600K | 0.57% | 21 |
|
|
2021
Q1 | $1.53M | Sell |
35,463
-116,673
| -77% | -$5.03M | 0.96% | 20 |
|
|
2020
Q4 | $6.03M | Sell |
152,136
-5,499
| -3% | -$218K | 3.6% | 14 |
|
|
2020
Q3 | $5.72M | Sell |
157,635
-21,043
| -12% | -$763K | 3.97% | 13 |
|
|
2020
Q2 | $5.92M | Sell |
178,678
-55,242
| -24% | -$1.83M | 4.95% | 10 |
|
|
2020
Q1 | $6.75M | Buy |
+233,920
| New | +$6.75M | 6.8% | 5 |
|