Keystone Financial Group, Inc. BRTR Holdings History
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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