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Phillips Edison & Co shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips Edison & Co by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7k 107 34.34
2025-06-30 $3.7k 106 35.06

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
State Street Corporation
Wellington Management Company
FMR
Geode Capital Management
Engineers Gate Manager
Charles Schwab Investment Management
Northern Trust
Balyasny Asset Management
Dimensional Fund Advisors
Duff & Phelps Investment Management
Macquarie Group
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding Phillips Edison & Co