Vanguard Balanced Index Ptf Admiral shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Vanguard Balanced Index Ptf Admiral (VBIAX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Vanguard Balanced Index Ptf Admiral
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Quarterly reported holdings in Vanguard Balanced Index Ptf Admiral by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $421k | 8.4k | 49.85 |
| 2024-06-30 | $400k | 8.4k | 47.38 |
| 2024-03-31 | $394k | 8.4k | 46.69 |
| 2023-09-30 | $342k | 8.2k | 41.58 |
| 2023-06-30 | $474k | 11k | 43.20 |
| 2023-03-31 | $453k | 11k | 41.50 |
| 2022-12-31 | $430k | 11k | 39.65 |
| 2022-09-30 | $434k | 11k | 38.18 |
| 2022-06-30 | $343k | 8.6k | 40.12 |
| 2022-03-31 | $391k | 8.5k | 45.94 |
| 2021-12-31 | $414k | 8.4k | 49.03 |
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