Everhart Financial Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Everhart Financial Group, Inc.

$852 Million
Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 418,808 shares of BIV stock, worth $32.9 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares

418,808

Previous 481,577 13.03%

Holding current value

$32.9 Million

Previous $36.8 Million 11.98%

% of portfolio

3.8%

Previous 5.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$75.05 - $77.34 $4.71 Million - $4.85 Million	-62,769 Reduced 13.03%	418,808 $32.4 Million
Q1 2025 Apr 16, 2025	BUY	$73.78 - $76.59 $33.7 Million - $35 Million	457,120 Added 1869.08%	481,577 $36.8 Million
Q4 2024 Jan 30, 2025	BUY	$74.5 - $78.37 $496,319 - $522,100	6,662 Added 37.44%	24,457 $1.83 Million
Q3 2024 Nov 04, 2024	BUY	$74.26 - $78.84 $462,342 - $490,857	6,226 Added 53.82%	17,795 $1.39 Million
Q2 2024 Jul 24, 2024	BUY	$73.13 - $75.43 $32,323 - $33,340	442 Added 3.97%	11,569 $866,000
Q1 2024 May 13, 2024	BUY	$74.51 - $76.61 $220,773 - $226,995	2,963 Added 36.29%	11,127 $838,000
Q4 2023 Jan 12, 2024	SELL	$70.49 - $76.74 $383,747 - $417,772	-5,444 Reduced 40.01%	8,164 $623,000
Q3 2023 Oct 25, 2023	SELL	$72.11 - $75.67 $12,835 - $13,469	-178 Reduced 1.29%	13,608 $983,000
Q2 2023 Jul 13, 2023	BUY	$74.96 - $77.47 $29,084 - $30,058	388 Added 2.9%	13,786 $1.04 Million
Q1 2023 Apr 25, 2023	BUY	$73.57 - $77.31 $528,894 - $555,781	7,189 Added 115.78%	13,398 $1.03 Million
Q4 2022 Feb 09, 2023	BUY	$71.64 - $76.32 $69,204 - $73,725	966 Added 18.42%	6,209 $461,000
Q3 2022 Oct 12, 2022	BUY	$72.72 - $79.93 $27,342 - $30,053	376 Added 7.73%	5,243 $386,000
Q2 2022 Jul 12, 2022	SELL	$75.37 - $81.44 $16,506 - $17,835	-219 Reduced 4.31%	4,867 $378,000
Q1 2022 Apr 18, 2022	BUY	$81.03 - $87.06 $17,907 - $19,240	221 Added 4.54%	5,086 $417,000
Q4 2021 Jan 21, 2022	SELL	$87.51 - $89.66 $1.07 Million - $1.1 Million	-12,264 Reduced 71.6%	4,865 $426,000
Q3 2021 Oct 13, 2021	SELL	$89.41 - $91.32 $17,792 - $18,172	-199 Reduced 1.15%	17,129 $1.53 Million
Q2 2021 Jul 16, 2021	SELL	$88.27 - $90.15 $407,101 - $415,771	-4,612 Reduced 21.02%	17,328 $1.56 Million
Q1 2021 Apr 13, 2021	SELL	$88.61 - $92.83 $948,127 - $993,281	-10,700 Reduced 32.78%	21,940 $1.95 Million
Q4 2020 Mar 26, 2021	BUY	$92.55 - $93.62 $3.02 Million - $3.06 Million	32,640 New	32,640 $3.03 Million

Others Institutions Holding BIV

# of Institutions

1,036

Shares Held

197M

Call Options Held

11.1K

Put Options Held

8.7K

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Everhart Financial Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History