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
2026 Q1	$744K	Hold	19,882	–	–	0.02%	158
2025 Q4	$707K	Hold	19,882	–	–	0.02%	156
2025 Q3	$683K	Hold	19,882	–	–	0.01%	155
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	+$653K	0.02%	136