Vanguard Balanced Indx shares owned by Peress Investment Advisors
Quarter-by-quarter ownership of Vanguard Balanced Indx (VBINX) shares owned by Peress Investment Advisors
from 13F filings
Historical chart of Peress Investment Advisors investment in Vanguard Balanced Indx
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Quarterly reported holdings in Vanguard Balanced Indx by Peress Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-06-30 | $5.0M | 143k | 34.84 |
| 2018-03-31 | $4.6M | 135k | 34.23 |
| 2017-12-31 | $4.9M | 140k | 34.72 |
| 2017-09-30 | $5.0M | 150k | 33.58 |
| 2017-06-30 | $4.8M | 146k | 32.77 |
| 2017-03-31 | $4.8M | 150k | 32.14 |
| 2016-12-31 | $4.5M | 144k | 31.11 |
| 2016-09-30 | $4.5M | 145k | 30.95 |
| 2016-06-30 | $4.1M | 134k | 30.26 |
| 2016-03-31 | $2.6M | 86k | 29.65 |
| 2015-12-31 | $2.4M | 82k | 29.22 |
| 2015-09-30 | $2.2M | 78k | 28.43 |
| 2015-06-30 | $2.3M | 78k | 29.73 |
| 2015-03-31 | $2.2M | 74k | 30.05 |
| 2014-12-31 | $2.0M | 67k | 29.68 |
| 2014-09-30 | $1.9M | 67k | 28.73 |
| 2014-06-30 | $1.9M | 66k | 28.84 |
| 2014-03-31 | $1.8M | 66k | 27.93 |
| 2013-12-31 | $2.0M | 73k | 27.52 |
| 2013-09-30 | $1.9M | 73k | 26.13 |
| 2013-06-30 | $1.8M | 72k | 25.27 |
| 2013-03-31 | $1.9M | 74k | 25.20 |
| 2012-12-31 | $1.8M | 74k | 23.75 |
| 2012-09-30 | $1.8M | 73k | 23.87 |
| 2012-06-30 | $1.7M | 74k | 22.98 |
| 2012-03-31 | $1.7M | 74k | 23.35 |
| 2011-12-31 | $1.6M | 73k | 21.78 |
| 2011-09-30 | $1.5M | 73k | 20.35 |
| 2011-06-30 | $1.6M | 71k | 22.18 |
| 2011-03-31 | $1.5M | 70k | 22.09 |
More positions owned by Peress Investment Advisors
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