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

Western 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
2024
Q4 		– Sell
-5,231
Closed -$278K – 767
2024
Q3 		$278K Sell
5,231
-183
-3% -$9.3K 0.02% 626
2024
Q2 		$262K Sell
5,414
-1,369
-20% -$66.8K 0.02% 536
2024
Q1 		$341K Sell
6,783
-4,802
-41% -$231K 0.03% 468
2023
Q4 		$551K Sell
11,585
-1,715
-13% -$76.1K 0.04% 386
2023
Q3 		$577K Sell
13,300
-57,797
-81% -$2.64M 0.05% 358
2023
Q2 		$3.29M Buy
71,097
+3,800
+6% +$171K 0.28% 77
2023
Q1 		$3.05M Buy
67,297
+7,202
+12% +$325K 0.28% 80
2022
Q4 		$2.68M Sell
60,095
-7,629
-11% -$335K 0.27% 95
2022
Q3 		$2.67M Sell
67,724
-332
-0.5% -$14.4K 0.15% 152
2022
Q2 		$2.81M Buy
68,056
+51,127
+302% +$2.26M 0.16% 143
2022
Q1 		$782K Buy
16,929
+8,457
+100% +$382K 0.04% 401
2021
Q4 		$402K Buy
+8,472
New +$387K 0.04% 377
2021
Q2 		$790K Buy
17,904
+5,382
+43% +$234K 0.08% 254
2021
Q1 		$520K Buy
+12,522
New +$500K 0.07% 270

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
Bank of America
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
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

Western Wealth Management's VSDA Position: Q4 2024 in Review

Western Wealth Management sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q4 2024, closing a stake of 5,231 shares — an estimated $278K sold.

Western Wealth Management first reported a position in VSDA in Q1 2021 and held it in 14 quarters. The position peaked at $3.29M in Q2 2023. 47 funds tracked by Wall St. Rank hold VSDA as of Q4 2024.

  • Western Wealth Management reported no remaining VictoryShares Dividend Accelerator ETF position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 5,231 VictoryShares Dividend Accelerator ETF shares in Q4 2024, an estimated $278K.
  • Western Wealth Management first reported a position in VictoryShares Dividend Accelerator ETF in Q1 2021 and held it in 14 quarters.
  • Western Wealth Management's VictoryShares Dividend Accelerator ETF position peaked at $3.29M in Q2 2023.
  • 47 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.