Rappaport Reiches Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$28.7M Buy
574,887
+17,972
+3% +$897K 7.17% 4
2024
Q4
$27M Buy
556,915
+31,986
+6% +$1.55M 6.96% 4
2024
Q3
$25.9M Buy
524,929
+20,395
+4% +$1.01M 6.88% 4
2024
Q2
$24.5M Buy
504,534
+25,093
+5% +$1.22M 7.22% 4
2024
Q1
$23M Buy
479,441
+14,559
+3% +$697K 7.19% 4
2023
Q4
$22.1M Buy
464,882
+24,518
+6% +$1.16M 8.08% 4
2023
Q3
$20.8M Buy
440,364
+11,815
+3% +$559K 8.77% 3
2023
Q2
$20.3M Buy
428,549
+21,526
+5% +$1.02M 8.48% 3
2023
Q1
$19.5M Buy
407,023
+54,970
+16% +$2.63M 8.63% 3
2022
Q4
$16.4M Buy
352,053
+23,399
+7% +$1.09M 8.12% 4
2022
Q3
$15.8M Buy
328,654
+23,268
+8% +$1.12M 8.03% 4
2022
Q2
$15.3M Buy
305,386
+30,634
+11% +$1.54M 7.67% 4
2022
Q1
$14.1M Buy
274,752
+161,890
+143% +$8.29M 7.5% 5
2021
Q4
$5.8M Buy
112,862
+7,834
+7% +$403K 4.99% 3
2021
Q3
$5.52M Buy
105,028
+1,122
+1% +$59K 5.46% 3
2021
Q2
$5.45M Buy
+103,906
New +$5.45M 5.73% 4