Number of Shares
37,124.00
Current Holdings Value*
$7.08 Mil
% of Portfolio
4.99%
Total Estimate Gain
$239,144.85
% of Total Estimate Gain
3.23%

Keystone Financial Group, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 37,124.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.08 Mil. This investment constitutes 4.99% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of VIG, at an average price of $199.66, for a total of 37,124.00 shares. Based on historical transaction data and VIG's current price of $206.10, Keystone Financial Group, Inc.'s estimated gain on his VIG holdings is $239,144.85, reflecting a 3.23% gain to date.

Keystone Financial Group, Inc. VIG ($206.10) Holding Chart

Keystone Financial Group, Inc. VIG ($206.10) 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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