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Winslow Evans & Crocker’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$9K Buy
+225
New +$8.59K ﹤0.01% 980
2020
Q2 		– Sell
-206
Closed -$6K – 1177
2020
Q1 		$6K Sell
206
-204
-50% -$6.89K ﹤0.01% 847
2019
Q4 		$16K Hold
410
– – ﹤0.01% 724
2019
Q3 		$14K Buy
+410
New +$13.8K ﹤0.01% 738

Other funds holding VSDA

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winslow Evans & Crocker's VSDA Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in VictoryShares Dividend Accelerator ETF (VSDA) in Q4 2020: 225 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in VSDA as recently as Q1 2020.

Winslow Evans & Crocker first reported a position in VSDA in Q3 2019 and has held it in 4 quarters since. The position peaked at $16K in Q4 2019. 34 funds tracked by Wall St. Rank hold VSDA as of Q4 2020.

  • Winslow Evans & Crocker held 225 shares of VictoryShares Dividend Accelerator ETF worth $9K as of Q4 2020.
  • VictoryShares Dividend Accelerator ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • VictoryShares Dividend Accelerator ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #980 holding.
  • Winslow Evans & Crocker first reported a position in VictoryShares Dividend Accelerator ETF in Q3 2019 and has held it in 4 quarters since.
  • Winslow Evans & Crocker's VictoryShares Dividend Accelerator ETF position peaked at $16K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.