Vaughan David Investments’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Hold |
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|
2025
Q1 | $725K | Hold |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $750K | Hold |
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|
2024
Q2 | $650K | Hold |
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|
2024
Q1 | $713K | Hold |
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|
2023
Q4 | $725K | Hold |
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|
2023
Q3 | $667K | Hold |
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|
2023
Q2 | $678K | Hold |
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|
2023
Q1 | $649K | Hold |
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|
2022
Q4 | $633K | Hold |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $664K | Hold |
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|
2022
Q1 | $684K | Buy |
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