Number of Shares
30,432.00
Current Holdings Value*
$8.36 Mil
% of Portfolio
2.09%
Total Estimate Gain
$2.24 Mil
% of Total Estimate Gain
28.64%

Rappaport Reiches Capital Management, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Rappaport Reiches Capital Management, LLC held 30,432.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.36 Mil. This investment constitutes 2.09% of their stock portfolio, and Rappaport Reiches Capital Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q2. And since then Rappaport Reiches Capital Management, LLC has made 8 purchases of VTI, at an average price of $238.13, for a total of 32,910.00 shares. In addition, there have been 7 sales at an average price of $268.03 for 2,478.00 shares. Based on historical transaction data and VTI's current price of $309.44, Rappaport Reiches Capital Management, LLC's estimated gain on his VTI holdings is $2.24 Mil, reflecting a 28.64% gain to date.

Rappaport Reiches Capital Management, LLC VTI ($309.44) Holding Chart

Rappaport Reiches Capital Management, LLC VTI ($309.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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