Peress Investment Advisors »

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

Jul 2014Jan 2015Jul 2015Jan 2016Jul 2016Jan 2017Jul 2017Jan 2018Jul 2018220k240k260k78427,842.578437,843.57844
Value ($)Share countHistorical VBIAX position of Peress Investment Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Balanced Index Ptf Admiral 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 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