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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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $10.3B AUM 43.46% 1-Year Est. Return

Principle Wealth Partners's VSEC Position: Q4 2021 in Review

Principle Wealth Partners sold out of VSE Corp (VSEC) in Q4 2021, closing a stake of 5,513 shares — an estimated $266K sold.

Principle Wealth Partners first reported a position in VSEC in Q4 2020 and held it in 4 quarters. The position peaked at $273K in Q2 2021. 99 funds tracked by Wall St. Rank hold VSEC as of Q4 2021.

  • Principle Wealth Partners reported no remaining VSE Corp position as of Q4 2021 after selling out during the quarter.
  • Principle Wealth Partners sold 5,513 VSE Corp shares in Q4 2021, an estimated $266K.
  • Principle Wealth Partners first reported a position in VSE Corp in Q4 2020 and held it in 4 quarters.
  • Principle Wealth Partners's VSE Corp position peaked at $273K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held VSE Corp as of Q4 2021.

Based on Principle Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.