VWM
VSEC icon

Venturi Wealth Management’s VSE Corp VSEC Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-50
Closed -$4.75K – 1817
2024
Q4 		$4.75K Hold
50
– – ﹤0.01% 1685
2024
Q3 		$4.14K Buy
+50
New +$4.35K ﹤0.01% 1535

Other funds holding VSEC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Durable Capital Partners
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Venturi Wealth Management's VSEC Position: Q1 2025 in Review

Venturi Wealth Management sold out of VSE Corp (VSEC) in Q1 2025, closing a stake of 50 shares — an estimated $4.75K sold.

Venturi Wealth Management first reported a position in VSEC in Q3 2024 and held it in 2 quarters. The position peaked at $4.75K in Q4 2024. 203 funds tracked by Wall St. Rank hold VSEC as of Q1 2025.

  • Venturi Wealth Management reported no remaining VSE Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 50 VSE Corp shares in Q1 2025, an estimated $4.75K.
  • Venturi Wealth Management first reported a position in VSE Corp in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's VSE Corp position peaked at $4.75K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held VSE Corp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.