Beacon Financial Group’s VSE Corp VSEC Stock Holding History

Beacon Financial Group’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
2022 Q1	–	Sell	-11,343	Closed	-$695K	–	235
2021 Q4	$695K	Buy	+11,343	New	+$634K	0.09%	168

Other funds holding VSEC

KCS

Koonce Calvin Scott $121M AUM 37.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Beacon Financial Group's VSEC Position: Q1 2022 in Review

Beacon Financial Group sold out of VSE Corp (VSEC) in Q1 2022, closing a stake of 11,343 shares — an estimated $695K sold.

Beacon Financial Group first reported a position in VSEC in Q4 2021 and held it in 1 quarter. The position peaked at $695K in Q4 2021. 96 funds tracked by Wall St. Rank hold VSEC as of Q1 2022.

Beacon Financial Group reported no remaining VSE Corp position as of Q1 2022 after selling out during the quarter.
Beacon Financial Group sold 11,343 VSE Corp shares in Q1 2022, an estimated $695K.
Beacon Financial Group first reported a position in VSE Corp in Q4 2021 and held it in 1 quarter.
Beacon Financial Group's VSE Corp position peaked at $695K in Q4 2021.
96 funds tracked by Wall St. Rank held VSE Corp as of Q1 2022.

Based on Beacon Financial Group's 13F filing for Q1 2022, filed 8 Apr 2022.