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The Motley Fool
1 month ago
Keystone Financial Group Expands Position in Vanguard Core-Plus Bond ETF, According to Recent SEC Filing
Keystone Financial Group, Inc. added 91,403 shares; estimated transaction value $7.15 million (based on quarterly average pricing) Quarter-end position value increased by $7.00 million, reflecting both additional shares and price changes Trade represented a 3.7% change in 13F reportable assets under management (AUM) Post-trade position: 272,896 shares valued at $21.17 million Position now accounts for 11.0% of fund AUM, which places it outside the fund's top five holdings