AF
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Allworth Financial’s VSE Corp VSEC Stock Holding History

Allworth Financial’s Portfolio VSEC Stock Details VSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.22K Buy
50
+3
+6% +$611 ﹤0.01% 3561
2025
Q4 		$8.12K Sell
47
-1
-2% -$171 ﹤0.01% 3410
2025
Q3 		$7.98K Buy
48
+2
+4% +$305 ﹤0.01% 3279
2025
Q2 		$6.03K Buy
46
+9
+24% +$1.12K ﹤0.01% 3166
2025
Q1 		$4.21K Buy
37
+2
+6% +$214 ﹤0.01% 2861
2024
Q4 		$3.7K Hold
35
– – ﹤0.01% 2889
2024
Q3 		$2.9K Hold
35
– – ﹤0.01% 2800
2024
Q2 		$3.1K Hold
35
– – ﹤0.01% 2727
2024
Q1 		$2.8K Sell
35
-1
-3% -$68 ﹤0.01% 2678
2023
Q4 		$2.33K Hold
36
– – ﹤0.01% 2616
2023
Q3 		$1.82K Hold
36
– – ﹤0.01% 2589
2023
Q2 		$1.97K Hold
36
– – ﹤0.01% 2493
2023
Q1 		$1.62K Buy
+36
New +$1.82K ﹤0.01% 2495

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DCP
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VCM
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T. Rowe Price Associates
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VPM
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return