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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
2026-03-31 $4.1k 109 37.42
2025-12-31 $3.8k 108 35.58
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 Indexfund Etf Shares Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VCSH)
Vanguard Mega Cap Index Fund Etf Shares Etf (MGC)
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)
Vanguard Small-cap Indexfund Etf Shares Etf (VB)
Vanguard Value Index Fund Etf Shares Etf (VTV)
Vanguard Mid-cap Index Fund Etf Shares Etf (VO)
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)
Schwab U.s. Broad Marketetf Etf (SCHB)
Vanguard Growth Index Fund Etf Shares Etf (VUG)
DIMENSIONAL US CORE Common Stock MARKET ETF Etf (DFAU)
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)
DIMENSIONAL U.S. Common Stock MARKET ETF Etf (DFUS)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for VSM Wealth Advisory

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
Vanguard Portfolio Management
State Street Corporation
Wellington Management Company
Vanguard Capital Management
FMR
Geode Capital Management
Canada Pension Plan Investment Board
Charles Schwab Investment Management
Engineers Gate Manager
Dimensional Fund Advisors
Duff & Phelps Investment Management
Goldman Sachs Group
Northern Trust

View all funds holding Phillips Edison & Co