Number of Shares
47,855.00
Current Holdings Value*
$2.37 Mil
% of Portfolio
1.67%
Total Estimate Gain
$5,981.88
% of Total Estimate Gain
0.25%

Keystone Financial Group, Inc.'s Vanguard Core Bond ETF Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 47,855.00 shares of Vanguard Core Bond ETF(BRTR), totaling $2.37 Mil. This investment constitutes 1.67% of their stock portfolio, and Keystone Financial Group, Inc. now holds 1.23% of the outstanding Vanguard Core Bond ETF(BRTR) stock.

The initial trade took place in 2025Q1. And since then Keystone Financial Group, Inc. has made 1 purchases of BRTR, at an average price of $49.82, for a total of 47,855.00 shares. Based on historical transaction data and BRTR's current price of $49.95, Keystone Financial Group, Inc.'s estimated gain on his BRTR holdings is $5,981.88, reflecting a 0.25% gain to date.

Keystone Financial Group, Inc. BRTR ($49.95) Holding Chart

Keystone Financial Group, Inc. BRTR ($49.95) 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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