Number of Shares
106,397.00
Current Holdings Value*
$30.84 Mil
% of Portfolio
3.03%
Total Estimate Gain
$5.68 Mil
% of Total Estimate Gain
11.36%

Keystone Financial Group's Vanguard Total Stock Market ETF Holding Summary

As of 2024-12-31, Keystone Financial Group held 106,397.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $30.84 Mil. This investment constitutes 3.03% of their stock portfolio, and Keystone Financial Group now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then Keystone Financial Group has made 21 purchases of VTI, at an average price of $235.67, for a total of 212,306.00 shares. In addition, there have been 5 sales at an average price of $255.86 for 105,909.00 shares. Based on historical transaction data and VTI's current price of $268.99, Keystone Financial Group's estimated gain on his VTI holdings is $5.68 Mil, reflecting a 11.36% gain to date.

Keystone Financial Group VTI ($268.99) Holding Chart

Keystone Financial Group VTI ($268.99) 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 %

Top Ranked Articles

  • 1