Plante Moran Financial Advisors’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-150	Closed	-$7.97K	–	991
2024 Q3	$7.97K	Hold	150	–	–	﹤0.01%	628
2024 Q2	$7.25K	Hold	150	–	–	﹤0.01%	611
2024 Q1	$7.55K	Hold	150	–	–	﹤0.01%	641
2023 Q4	$7.14K	Hold	150	–	–	﹤0.01%	603
2023 Q3	$6.51K	Hold	150	–	–	﹤0.01%	574
2023 Q2	$6.94K	Hold	150	–	–	﹤0.01%	595
2023 Q1	$6.79K	Buy	+150	New	+$6.77K	﹤0.01%	617

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

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

IRC

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

DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIA

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

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Plante Moran Financial Advisors's VSDA Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q4 2024, closing a stake of 150 shares — an estimated $7.97K sold.

Plante Moran Financial Advisors first reported a position in VSDA in Q1 2023 and held it in 7 quarters. The position peaked at $7.97K in Q3 2024. 47 funds tracked by Wall St. Rank hold VSDA as of Q4 2024.

Plante Moran Financial Advisors reported no remaining VictoryShares Dividend Accelerator ETF position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 150 VictoryShares Dividend Accelerator ETF shares in Q4 2024, an estimated $7.97K.
Plante Moran Financial Advisors first reported a position in VictoryShares Dividend Accelerator ETF in Q1 2023 and held it in 7 quarters.
Plante Moran Financial Advisors's VictoryShares Dividend Accelerator ETF position peaked at $7.97K in Q3 2024.
47 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.