VWA
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Valued Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Valued Wealth Advisors’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.55K Sell
148
-72
-33% -$2.68K ﹤0.01% 381
2025
Q4 		$7.85K Hold
220
– – ﹤0.01% 250
2025
Q3 		$7.57K Sell
220
-2
-0.9% -$69 ﹤0.01% 243
2025
Q2 		$7.79K Hold
222
– – ﹤0.01% 231
2025
Q1 		$8.12K Sell
222
-76
-26% -$2.75K ﹤0.01% 255
2024
Q4 		$11.2K Buy
298
+1
+0.3% +$38 0.01% 215
2024
Q3 		$11.2K Buy
297
+2
+0.7% +$71 0.01% 196
2024
Q2 		$9.67K Sell
295
-49
-14% -$1.6K 0.01% 202
2024
Q1 		$12.5K Buy
344
+67
+24% +$2.37K 0.01% 164
2023
Q4 		$9.3K Buy
+277
New +$9.69K 0.01% 128

Other funds holding PECO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return