Creative Planning’s VSE Corp VSEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $289K | Sell |
2,205
-1,092
| -33% | -$143K | ﹤0.01% | 2915 |
|
2025
Q1 | $396K | Buy |
3,297
+3,280
| +19,294% | +$394K | ﹤0.01% | 2501 |
|
2024
Q4 | $1.62K | Buy |
+17
| New | +$1.62K | ﹤0.01% | 3460 |
|
2017
Q3 | – | Sell |
-274
| Closed | -$12K | – | 3572 |
|
2017
Q2 | $12K | Buy |
274
+74
| +37% | +$3.24K | ﹤0.01% | 3491 |
|
2017
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 3692 |
|
2016
Q1 | – | Sell |
-334
| Closed | -$10K | – | 4396 |
|
2015
Q4 | $10K | Buy |
+334
| New | +$10K | ﹤0.01% | 3269 |
|