Wealthspire Advisors (Maryland)’s VSE Corp VSEC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$245K	Sell	8,002 -15,113	-65%	-$446K	0.01%	400
2020 Q2	$726K	Buy	23,115 +113	+0.5%	+$2.58K	0.05%	200
2020 Q1	$377K	Hold	23,002	–	–	0.03%	271
2019 Q4	$875K	Hold	23,002	–	–	0.06%	187
2019 Q3	$784K	Hold	23,002	–	–	0.06%	180
2019 Q2	$660K	Hold	23,002	–	–	0.05%	207
2019 Q1	$726K	Sell	23,002 -3,000	-12%	-$97.6K	0.05%	186
2018 Q4	$778K	Hold	26,002	–	–	0.07%	149
2018 Q3	$861K	Sell	26,002 -100	-0.4%	-$4.09K	0.07%	161
2018 Q2	$1.25M	Sell	26,102 -5,500	-17%	-$276K	0.11%	106
2018 Q1	$1.63M	Sell	31,602 -1,700	-5%	-$84.3K	0.15%	94
2017 Q4	$1.61M	Sell	33,302 -29,599	-47%	-$1.52M	0.16%	94
2017 Q3	$3.58M	Sell	62,901 -6,401	-9%	-$319K	0.39%	41
2017 Q2	$3.12M	Hold	69,302	–	–	0.37%	44
2017 Q1	$2.83M	Sell	69,302 -15,468	-18%	-$598K	0.4%	39
2016 Q4	$3.29M	Hold	84,770	–	–	0.49%	33
2016 Q3	$2.88M	Hold	84,770	–	–	0.45%	34
2016 Q2	$2.83M	Hold	84,770	–	–	0.47%	34
2016 Q1	$2.88M	Buy	84,770 +1,800	+2%	+$54.6K	0.51%	33
2015 Q4	$2.58M	Buy	+82,970	New	+$2.27M	0.48%	35

Other funds holding VSEC

KCS

Koonce Calvin Scott $121M AUM 37.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

KCM

Kendall Capital Management Rockville, Maryland $488M AUM 28.68% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VSEC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its VSE Corp (VSEC) stake by 65% in Q3 2020, selling an estimated $446K and leaving 8,002 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #400.

Wealthspire Advisors (Maryland) first reported a position in VSEC in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.58M in Q3 2017. 70 funds tracked by Wall St. Rank hold VSEC as of Q3 2020.

Wealthspire Advisors (Maryland) held 8,002 shares of VSE Corp worth $245K as of Q3 2020.
Wealthspire Advisors (Maryland) sold 15,113 VSE Corp shares in Q3 2020, an estimated $446K.
VSE Corp made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #400 holding.
Wealthspire Advisors (Maryland) first reported a position in VSE Corp in Q4 2015 and has held it in 20 quarters since.
Wealthspire Advisors (Maryland)'s VSE Corp position peaked at $3.58M in Q3 2017.
70 funds tracked by Wall St. Rank held VSE Corp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.