Plumb Balanced Fund VSEC Holdings History

Number of Shares
16,000.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
5.2%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
105.67%

Plumb Balanced Fund's VSE Corp Holding Summary

As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 16,000.00 shares of VSE Corp(VSEC), totaling $1.92 Mil. This investment constitutes 5.2% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0.08% of the outstanding VSE Corp(VSEC) stock.

The initial trade took place in 2021Q3. And since then Plumb Balanced Fund has made 4 purchases of VSEC, at an average price of $50.75, for a total of 34,500.00 shares. In addition, there have been 3 sales at an average price of $80.10 for 18,500.00 shares. Based on historical transaction data and VSEC's current price of $132.44, Plumb Balanced Fund's estimated gain on his VSEC holdings is $1.85 Mil, reflecting a 105.67% gain to date.

Plumb Balanced Fund VSEC ($132.44) Holding Chart

Plumb Balanced Fund VSEC ($132.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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