Everhart Financial Group, Inc. Vaneck High Yield Muni ETF Transaction History

Everhart Financial Group, Inc.

$444 Million
Q3 2024

A detailed history of Everhart Financial Group, Inc. transactions in Vaneck High Yield Muni ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 6,017 shares of HYD stock, worth $310,116. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,017

Previous 7,478 19.54%

Holding current value

$310,116

Previous $386,000 17.36%

% of portfolio

0.07%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$51.46 - $53.07 $75,183 - $77,535	-1,461 Reduced 19.54%	6,017 $319,000
Q2 2024 Jul 24, 2024	BUY	$51.05 - $52.32 $17,663 - $18,102	346 Added 4.85%	7,478 $386,000
Q1 2024 May 13, 2024	BUY	$50.72 - $52.26 $20,541 - $21,165	405 Added 6.02%	7,132 $372,000
Q4 2023 Jan 12, 2024	SELL	$47.58 - $51.74 $109,529 - $119,105	-2,302 Reduced 25.5%	6,727 $347,000
Q3 2023 Oct 25, 2023	SELL	$48.61 - $51.86 $35,145 - $37,494	-723 Reduced 7.41%	9,029 $443,000
Q2 2023 Jul 13, 2023	SELL	$50.2 - $51.99 $29,869 - $30,934	-595 Reduced 5.75%	9,752 $500,000
Q1 2023 Apr 25, 2023	BUY	$50.65 - $52.87 $110,872 - $115,732	2,189 Added 26.83%	10,347 $535,000
Q4 2022 Feb 09, 2023	SELL	$48.5 - $52.5 $184,979 - $200,235	-3,814 Reduced 31.86%	8,158 $412,000
Q3 2022 Oct 12, 2022	BUY	$49.93 - $55.14 $86,828 - $95,888	1,739 Added 16.99%	11,972 $598,000
Q2 2022 Jul 12, 2022	SELL	$51.24 - $57.32 $241,545 - $270,206	-4,714 Reduced 31.54%	10,233 $551,000
Q1 2022 Apr 18, 2022	SELL	$57.28 - $62.28 $239,659 - $260,579	-4,184 Reduced 21.87%	14,947 $858,000
Q4 2021 Jan 21, 2022	BUY	$61.76 - $62.59 $85,352 - $86,499	1,382 Added 7.79%	19,131 $1.19 Million
Q3 2021 Oct 13, 2021	SELL	$62.44 - $63.91 $458,496 - $469,291	-7,343 Reduced 29.26%	17,749 $1.11 Million
Q2 2021 Jul 16, 2021	BUY	$61.85 - $63.61 $576,874 - $593,290	9,327 Added 59.16%	25,092 $1.6 Million
Q1 2021 Apr 13, 2021	BUY	$61.36 - $62.96 $81,854 - $83,988	1,334 Added 9.24%	15,765 $980,000
Q4 2020 Mar 26, 2021	BUY	$59.32 - $61.69 $856,046 - $890,248	14,431 New	14,431 $888,000

Others Institutions Holding HYD

# of Institutions

345

Shares Held

38.9M

Call Options Held

24.1K

Put Options Held

69.8K

View Full List

About VANECK HIGH YIELD MUNI ETF

Ticker HYD
Sector ETFs
Industry ETFs

More about HYD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Account

Everhart Financial Group, Inc. Vaneck High Yield Muni ETF Transaction History