Silver Oak Securities’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Silver Oak Securities’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	-242,424	Closed	-$11M	–	490
2023 Q1	$11M	Buy	242,424 +36,525	+18%	+$1.65M	1.8%	7
2022 Q4	$9.19M	Buy	+205,899	New	+$9.03M	1.73%	10
2022 Q3	–	Sell	-77,347	Closed	-$3.34M	–	507
2022 Q2	$3.34M	Buy	77,347 +41,745	+117%	+$1.85M	0.75%	24
2022 Q1	$1.66M	Buy	+35,602	New	+$1.61M	0.34%	65

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

Silver Oak Securities's VSDA Position: Q2 2023 in Review

Silver Oak Securities sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q2 2023, closing a stake of 242,424 shares — an estimated $11M sold.

Silver Oak Securities first reported a position in VSDA in Q1 2022 and held it in 4 quarters. The position peaked at $11M in Q1 2023. 44 funds tracked by Wall St. Rank hold VSDA as of Q2 2023.

Silver Oak Securities reported no remaining VictoryShares Dividend Accelerator ETF position as of Q2 2023 after selling out during the quarter.
Silver Oak Securities sold 242,424 VictoryShares Dividend Accelerator ETF shares in Q2 2023, an estimated $11M.
Silver Oak Securities first reported a position in VictoryShares Dividend Accelerator ETF in Q1 2022 and held it in 4 quarters.
Silver Oak Securities's VictoryShares Dividend Accelerator ETF position peaked at $11M in Q1 2023.
44 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q2 2023.

Based on Silver Oak Securities's 13F filing for Q2 2023, filed 2 Aug 2023.