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Avior Wealth Management’s VSE Corp VSEC Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-22
Closed -$2.09K – 2301
2024
Q4 		$2.09K Buy
+22
New +$2.32K ﹤0.01% 2108
2024
Q2 		– Sell
-3
Closed -$240 – 3711
2024
Q1 		$240 Buy
+3
New +$205 ﹤0.01% 2802

Other funds holding VSEC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's VSEC Position: Q1 2025 in Review

Avior Wealth Management sold out of VSE Corp (VSEC) in Q1 2025, closing a stake of 22 shares — an estimated $2.09K sold.

Avior Wealth Management first reported a position in VSEC in Q1 2024 and held it in 2 quarters. The position peaked at $2.09K in Q4 2024. 203 funds tracked by Wall St. Rank hold VSEC as of Q1 2025.

  • Avior Wealth Management reported no remaining VSE Corp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 22 VSE Corp shares in Q1 2025, an estimated $2.09K.
  • Avior Wealth Management first reported a position in VSE Corp in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's VSE Corp position peaked at $2.09K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held VSE Corp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.