Phillips Wealth Planners’s VICI Properties VICI Stock Holding History

Phillips Wealth Planners’s Portfolio VICI Stock Details VICI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,758	Closed	-$421K	–	214
2025 Q2	$421K	Sell	12,758 -138	-1%	-$4.39K	0.38%	86
2025 Q1	$400K	Buy	12,896 +297	+2%	+$9.15K	0.42%	80
2024 Q4	$355K	Sell	12,599 -622	-5%	-$19.7K	0.35%	96
2024 Q3	$438K	Buy	13,221 +3,992	+43%	+$126K	0.42%	74
2024 Q2	$257K	Sell	9,229 -313	-3%	-$8.99K	0.27%	139
2024 Q1	$259K	Sell	9,542 -183	-2%	-$5.49K	0.3%	134
2023 Q4	$294K	Sell	9,725 -147	-1%	-$4.32K	0.35%	99
2023 Q3	$277K	Sell	9,872 -142	-1%	-$4.41K	0.38%	105
2023 Q2	$315K	Sell	10,014 -235	-2%	-$7.54K	0.41%	91
2023 Q1	$346K	Sell	10,249 -256	-2%	-$8.47K	0.46%	83
2022 Q4	$363K	Buy	+10,505	New	+$337K	0.63%	59

Other funds holding VICI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return