Everhart Financial Group, Inc. Vanguard Small Cap Growth ETF Transaction History

Everhart Financial Group, Inc.

$340 Million
Q1 2024

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 13,097 shares of VBK stock, worth $3.27 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

13,097

Previous 12,125 8.02%

Holding current value

$3.27 Million

Previous $2.93 Million 16.48%

% of portfolio

1.01%

Previous 1.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$231.0 - $260.72 $224,532 - $253,419	972 Added 8.02%	13,097 $3.41 Million
Q4 2023 Jan 12, 2024	BUY	$196.36 - $245.46 $54,391 - $67,992	277 Added 2.34%	12,125 $2.93 Million
Q3 2023 Oct 25, 2023	BUY	$210.59 - $239.48 $70,968 - $80,704	337 Added 2.93%	11,848 $2.54 Million
Q2 2023 Jul 13, 2023	BUY	$209.12 - $229.74 $264,745 - $290,850	1,266 Added 12.36%	11,511 $2.64 Million
Q1 2023 Apr 25, 2023	BUY	$198.77 - $233.54 $199,763 - $234,707	1,005 Added 10.88%	10,245 $2.22 Million

Q4 2022 Feb 09, 2023	SELL	$195.34 - $216.09 $1.3 Million - $1.44 Million	-6,672 Reduced 41.93%	9,240 $1.85 Million
Q3 2022 Oct 12, 2022	BUY	N/A	7,344 Added 85.71%	15,912 $3.11 Million
Q2 2022 Jul 12, 2022	SELL	N/A	-712 Reduced 7.67%	8,568 $1.69 Million
Q1 2022 Apr 18, 2022	BUY	N/A	666 Added 7.73%	9,280 $2.3 Million
Q4 2021 Jan 21, 2022	SELL	N/A	-786 Reduced 8.36%	8,614 $2.43 Million
Q3 2021 Oct 13, 2021	SELL	N/A	-873 Reduced 8.5%	9,400 $2.63 Million
Q2 2021 Jul 16, 2021	BUY	N/A	1,403 Added 15.82%	10,273 $2.98 Million
Q1 2021 Apr 13, 2021	BUY	N/A	3 Added 0.03%	8,870 $2.44 Million
Q4 2020 Mar 26, 2021	BUY	N/A	8,867 New	8,867 $2.37 Million

Others Institutions Holding VBK

# of Institutions

1,068

Shares Held

39.7M

Call Options Held

45.9K

Put Options Held

17.7K

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About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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Everhart Financial Group, Inc. Vanguard Small Cap Growth ETF Transaction History