PWP
VSEC icon

Principle Wealth Partners’s VSE Corp VSEC Stock Holding History

Principle Wealth Partners’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
2021
Q4 		– Sell
-5,513
Closed -$266K – 328
2021
Q3 		$266K Hold
5,513
– – 0.03% 264
2021
Q2 		$273K Sell
5,513
-505
-8% -$23.2K 0.03% 265
2021
Q1 		$238K Hold
6,018
– – 0.03% 264
2020
Q4 		$232K Buy
+6,018
New +$206K 0.03% 255

Other funds holding VSEC

KCS
Koonce Calvin Scott $121M AUM 37.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity International
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