Peress Investment Advisors »

Vanguard Total Stock Mkt Index shares owned by Peress Investment Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Mkt Index (VTSAX) shares owned by Peress Investment Advisors from 13F filings

Historical chart of Peress Investment Advisors investment in Vanguard Total Stock Mkt Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Mkt Index held by Peress Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Mkt Index by Peress Investment Advisors

Quarter filed Position value Share count Share price at filing
2018-06-30 $446k 6.5k 68.39
2018-03-31 $431k 6.5k 66.09
2017-12-31 $455k 6.8k 66.71
2017-09-30 $430k 6.8k 63.04
2017-06-30 $314k 5.2k 60.48
2017-03-31 $307k 5.2k 59.13
2016-12-31 $291k 5.2k 56.05
2016-09-30 $281k 5.2k 54.12
2016-06-30 $271k 5.2k 52.20
2016-03-31 $265k 5.2k 51.04
2015-12-31 $264k 5.2k 50.85
2015-09-30 $250k 5.2k 48.15
2015-06-30 $270k 5.2k 52.00
2015-03-31 $271k 5.2k 52.20
2014-12-31 $268k 5.2k 51.62
2014-09-30 $256k 5.2k 49.31
2014-06-30 $257k 5.2k 49.50