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Newbridge Financial Services Group’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Newbridge Financial Services Group’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
2024
Q1 		– Sell
-2,070
Closed -$98.5K – 1312
2023
Q4 		$98.5K Sell
2,070
-588
-22% -$26.1K 0.05% 283
2023
Q3 		$115K Hold
2,658
– – 0.06% 267
2023
Q2 		$123K Hold
2,658
– – 0.06% 269
2023
Q1 		$120K Sell
2,658
-202
-7% -$9.11K 0.06% 282
2022
Q4 		$128K Sell
2,860
-55
-2% -$2.41K 0.07% 260
2022
Q3 		$115K Hold
2,915
– – 0.07% 275
2022
Q2 		$121K Buy
2,915
+561
+24% +$24.9K 0.08% 239
2022
Q1 		$109K Buy
2,354
+763
+48% +$34.5K 0.05% 291
2021
Q4 		$76K Buy
+1,591
New +$72.8K 0.04% 361

Other funds holding VSDA

PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Newbridge Financial Services Group's VSDA Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q1 2024, closing a stake of 2,070 shares — an estimated $98.5K sold.

Newbridge Financial Services Group first reported a position in VSDA in Q4 2021 and held it in 9 quarters. The position peaked at $128K in Q4 2022. 46 funds tracked by Wall St. Rank hold VSDA as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining VictoryShares Dividend Accelerator ETF position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,070 VictoryShares Dividend Accelerator ETF shares in Q1 2024, an estimated $98.5K.
  • Newbridge Financial Services Group first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2021 and held it in 9 quarters.
  • Newbridge Financial Services Group's VictoryShares Dividend Accelerator ETF position peaked at $128K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.