Ownership history in Keystone Financial Group · 22 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in VANGUARD SHORT (VTIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 4,004 | — | 0% | 0.02% | $201K | $49.27 |
| 2025 Q2 | REDUCED | 4,004 | -70 | -1.7% | 0.02% | $201K | $48.51 |
| 2025 Q1 | REDUCED | 4,074 | -100 | -2.4% | 0.02% | $203K | $48.06 |
| 2024 Q4 | REDUCED | 4,174 | -1,050 | -20.1% | 0.02% | $202K | $46.63 |
| 2024 Q1 | REDUCED | 5,224 | -1,464 | -21.9% | 0.04% | $250K | $44.90 |
| 2023 Q4 | REDUCED | 6,688 | -178 | -2.6% | 0.06% | $318K | $44.52 |
| 2023 Q3 | REDUCED | 6,866 | -4,000 | -36.8% | 0.05% | $325K | $43.42 |
| 2023 Q2 | REDUCED | 10,866 | -109,527 | -91.0% | 0.09% | $515K | $43.23 |
| 2022 Q4 | ADDED | 120,393 | +152 | +0.1% | 1.11% | $5.6M | $42.56 |
| 2022 Q3 | ADDED | 120,241 | +549 | +0.5% | 1.17% | $5.8M | $42.00 |
As of 2025 Q4 — sorted by position size