Vanguard Balanced Index Ptf Admiral shares owned by Peress Investment Advisors
Quarter-by-quarter ownership of Vanguard Balanced Index Ptf Admiral (VBIAX) shares owned by Peress Investment Advisors
from 13F filings
Historical chart of Peress Investment Advisors investment in Vanguard Balanced Index Ptf Admiral
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Quarterly reported holdings in Vanguard Balanced Index Ptf Admiral by Peress Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-06-30 | $273k | 7.8k | 34.81 |
| 2018-03-31 | $268k | 7.8k | 34.17 |
| 2017-12-31 | $272k | 7.8k | 34.68 |
| 2017-09-30 | $263k | 7.8k | 33.53 |
| 2017-06-30 | $257k | 7.8k | 32.77 |
| 2017-03-31 | $252k | 7.8k | 32.13 |
| 2016-12-31 | $244k | 7.8k | 31.11 |
| 2016-09-30 | $243k | 7.8k | 30.98 |
| 2016-06-30 | $237k | 7.8k | 30.22 |
| 2016-03-31 | $233k | 7.8k | 29.71 |
| 2015-12-31 | $229k | 7.8k | 29.20 |
| 2015-09-30 | $223k | 7.8k | 28.43 |
| 2015-06-30 | $233k | 7.8k | 29.71 |
| 2015-03-31 | $236k | 7.8k | 30.09 |
| 2014-12-31 | $233k | 7.8k | 29.71 |
| 2014-09-30 | $225k | 7.8k | 28.69 |
| 2014-06-30 | $226k | 7.8k | 28.82 |
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