Number of Shares
10,258.00
Current Holdings Value*
$513,640.00
% of Portfolio
0.33%
Total Estimate Gain
$79,895.91
% of Total Estimate Gain
2.11%

Keystone Financial Group, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-06-30, Keystone Financial Group, Inc. held 10,258.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $513,640.00. This investment constitutes 0.33% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $49.86 for 67,300.00 shares. Based on historical transaction data and VTIP's current price of $50.02, Keystone Financial Group, Inc.'s estimated gain on his VTIP holdings is $79,895.91, reflecting a 2.11% gain to date.

Keystone Financial Group, Inc. VTIP ($50.02) Holding Chart

Keystone Financial Group, Inc. VTIP ($50.02) 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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