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

Selective 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
2022 Q1	–	Sell	-1,000	Closed	-$48K	–	800
2021 Q4	$48K	Hold	1,000	–	–	0.02%	275
2021 Q3	$43K	Buy	1,000 +400	+67%	+$18K	0.02%	273
2021 Q2	$26K	Buy	+600	New	+$26.1K	0.02%	256

Other funds holding VSDA

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

RJA

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

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 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

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

IRC

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

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

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

Selective Wealth Management's VSDA Position: Q1 2022 in Review

Selective Wealth Management sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q1 2022, closing a stake of 1,000 shares — an estimated $48K sold.

Selective Wealth Management first reported a position in VSDA in Q2 2021 and held it in 3 quarters. The position peaked at $48K in Q4 2021. 47 funds tracked by Wall St. Rank hold VSDA as of Q1 2022.

Selective Wealth Management reported no remaining VictoryShares Dividend Accelerator ETF position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 1,000 VictoryShares Dividend Accelerator ETF shares in Q1 2022, an estimated $48K.
Selective Wealth Management first reported a position in VictoryShares Dividend Accelerator ETF in Q2 2021 and held it in 3 quarters.
Selective Wealth Management's VictoryShares Dividend Accelerator ETF position peaked at $48K in Q4 2021.
47 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.