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

Masso Torrence 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 Q2	–	Sell	-6,349	Closed	-$287K	–	94
2023 Q1	$287K	Sell	6,349 -774	-11%	-$34.9K	0.23%	73
2022 Q4	$318K	Sell	7,123 -675	-9%	-$29.6K	0.25%	71
2022 Q3	$308K	Hold	7,798	–	–	0.27%	61
2022 Q2	$323K	Sell	7,798 -339	-4%	-$15K	0.28%	61
2022 Q1	$376K	Sell	8,137 -1,234	-13%	-$55.7K	0.3%	55
2021 Q4	$446K	Buy	+9,371	New	+$429K	0.31%	58

Other funds holding VSDA

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

IRC

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

ZIMP

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

Masso Torrence Wealth Management's VSDA Position: Q2 2023 in Review

Masso Torrence Wealth Management sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q2 2023, closing a stake of 6,349 shares — an estimated $287K sold.

Masso Torrence Wealth Management first reported a position in VSDA in Q4 2021 and held it in 6 quarters. The position peaked at $446K in Q4 2021. 44 funds tracked by Wall St. Rank hold VSDA as of Q2 2023.

Masso Torrence Wealth Management reported no remaining VictoryShares Dividend Accelerator ETF position as of Q2 2023 after selling out during the quarter.
Masso Torrence Wealth Management sold 6,349 VictoryShares Dividend Accelerator ETF shares in Q2 2023, an estimated $287K.
Masso Torrence Wealth Management first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2021 and held it in 6 quarters.
Masso Torrence Wealth Management's VictoryShares Dividend Accelerator ETF position peaked at $446K in Q4 2021.
44 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q2 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.