Vaughan David Investments’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Hold |
19,882
| – | – | 0.02% | 152 |
|
|
2025
Q1 | $725K | Hold |
19,882
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $745K | Hold |
19,882
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $750K | Hold |
19,882
| – | – | 0.02% | 142 |
|
|
2024
Q2 | $650K | Hold |
19,882
| – | – | 0.02% | 144 |
|
|
2024
Q1 | $713K | Hold |
19,882
| – | – | 0.02% | 147 |
|
|
2023
Q4 | $725K | Hold |
19,882
| – | – | 0.02% | 136 |
|
|
2023
Q3 | $667K | Hold |
19,882
| – | – | 0.02% | 134 |
|
|
2023
Q2 | $678K | Hold |
19,882
| – | – | 0.02% | 138 |
|
|
2023
Q1 | $649K | Hold |
19,882
| – | – | 0.02% | 141 |
|
|
2022
Q4 | $633K | Hold |
19,882
| – | – | 0.02% | 141 |
|
|
2022
Q3 | $558K | Hold |
19,882
| – | – | 0.02% | 144 |
|
|
2022
Q2 | $664K | Hold |
19,882
| – | – | 0.02% | 138 |
|
|
2022
Q1 | $684K | Buy |
+19,882
| New | +$684K | 0.02% | 136 |
|