Number of Shares
84,995.00
Current Holdings Value*
$6.52 Mil
% of Portfolio
4.59%
Total Estimate Gain
$-366.09
% of Total Estimate Gain
-0.01%

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

As of 2025-03-31, Keystone Financial Group, Inc. held 84,995.00 shares of Vanguard Core-Plus Bond ETF(VPLS), totaling $6.52 Mil. This investment constitutes 4.59% of their stock portfolio, and Keystone Financial Group, Inc. now holds 1.33% of the outstanding Vanguard Core-Plus Bond ETF(VPLS) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of VPLS, at an average price of $77.00, for a total of 84,995.00 shares. Based on historical transaction data and VPLS's current price of $77.00, Keystone Financial Group, Inc.'s estimated gain on his VPLS holdings is $-366.09, reflecting a -0.01% gain to date.

Keystone Financial Group, Inc. VPLS ($77.00) Holding Chart

Keystone Financial Group, Inc. VPLS ($77.00) 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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