Ledgewood Wealth Advisors’s VSE Corp VSEC Stock Holding History

Ledgewood Wealth Advisors’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 Q2	$686K	Hold	3,000	–	–	0.36%	38
2026 Q1	$553K	Hold	3,000	–	–	0.31%	43
2025 Q4	$518K	Hold	3,000	–	–	0.3%	47
2025 Q3	$499K	Hold	3,000	–	–	0.3%	46
2025 Q2	$393K	Hold	3,000	–	–	0.25%	49
2025 Q1	$360K	Hold	3,000	–	–	0.23%	50
2024 Q4	$285K	Hold	3,000	–	–	0.18%	57
2024 Q3	$248K	Hold	3,000	–	–	0.17%	59
2024 Q2	$265K	Hold	3,000	–	–	0.23%	49
2024 Q1	$240K	Buy	+3,000	New	+$205K	0.22%	51

Other funds holding VSEC

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

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

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM