Wealthspire Advisors (Maryland)’s VSE Corp VSEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $245K | Sell |
8,002
-15,113
| -65% | -$463K | 0.01% | 399 |
|
|
2020
Q2 | $726K | Buy |
23,115
+113
| +0.5% | +$3.55K | 0.05% | 199 |
|
|
2020
Q1 | $377K | Hold |
23,002
| – | – | 0.03% | 270 |
|
|
2019
Q4 | $875K | Hold |
23,002
| – | – | 0.06% | 186 |
|
|
2019
Q3 | $784K | Hold |
23,002
| – | – | 0.06% | 179 |
|
|
2019
Q2 | $660K | Hold |
23,002
| – | – | 0.05% | 206 |
|
|
2019
Q1 | $726K | Sell |
23,002
-3,000
| -12% | -$94.7K | 0.05% | 186 |
|
|
2018
Q4 | $778K | Hold |
26,002
| – | – | 0.07% | 149 |
|
|
2018
Q3 | $861K | Sell |
26,002
-100
| -0.4% | -$3.31K | 0.07% | 161 |
|
|
2018
Q2 | $1.25M | Sell |
26,102
-5,500
| -17% | -$263K | 0.11% | 106 |
|
|
2018
Q1 | $1.63M | Sell |
31,602
-1,700
| -5% | -$87.9K | 0.15% | 94 |
|
|
2017
Q4 | $1.61M | Sell |
33,302
-29,599
| -47% | -$1.43M | 0.16% | 94 |
|
|
2017
Q3 | $3.58M | Sell |
62,901
-6,401
| -9% | -$364K | 0.39% | 41 |
|
|
2017
Q2 | $3.12M | Hold |
69,302
| – | – | 0.37% | 44 |
|
|
2017
Q1 | $2.83M | Sell |
69,302
-15,468
| -18% | -$631K | 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% | +$61.1K | 0.51% | 33 |
|
|
2015
Q4 | $2.58M | Buy |
+82,970
| New | +$2.58M | 0.48% | 35 |
|