Number of Shares
574,887.00
Current Holdings Value*
$28.69 Mil
% of Portfolio
7.17%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
6.17%

Rappaport Reiches Capital Management, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, Rappaport Reiches Capital Management, LLC held 574,887.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $28.69 Mil. This investment constitutes 7.17% of their stock portfolio, and Rappaport Reiches Capital Management, LLC now holds 0.21% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2021Q2. And since then Rappaport Reiches Capital Management, LLC has made 15 purchases of VTIP, at an average price of $47.35, for a total of 574,887.00 shares. Based on historical transaction data and VTIP's current price of $50.27, Rappaport Reiches Capital Management, LLC's estimated gain on his VTIP holdings is $1.68 Mil, reflecting a 6.17% gain to date.

Rappaport Reiches Capital Management, LLC VTIP ($50.27) Holding Chart

Rappaport Reiches Capital Management, LLC VTIP ($50.27) 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 %

Top Ranked Articles

  • 1