MTWM
Masso Torrence 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
Q2 | – | Sell |
-6,349
| Closed | -$287K | – | 94 |
|
|
2023
Q1 | $287K | Sell |
6,349
-774
| -11% | -$35K | 0.23% | 73 |
|
|
2022
Q4 | $318K | Sell |
7,123
-675
| -9% | -$30.1K | 0.25% | 71 |
|
|
2022
Q3 | $308K | Hold |
7,798
| – | – | 0.27% | 61 |
|
|
2022
Q2 | $323K | Sell |
7,798
-339
| -4% | -$14K | 0.28% | 61 |
|
|
2022
Q1 | $376K | Sell |
8,137
-1,234
| -13% | -$57K | 0.3% | 55 |
|
|
2021
Q4 | $446K | Buy |
+9,371
| New | +$446K | 0.31% | 58 |
|