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

Everhart Financial Group, Inc.

$852 Million
Q2 2025

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 19,633 shares of VBK stock, worth $5.51 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

19,633

Previous 16,988 15.57%

Holding current value

$5.51 Million

Previous $4.3 Million 26.53%

% of portfolio

0.64%

Previous 0.6%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$219.76 - $276.94 $581,265 - $732,506	2,645 Added 15.57%	19,633 $5.44 Million
Q1 2025 Apr 16, 2025	BUY	$247.97 - $296.33 $599,839 - $716,822	2,419 Added 16.6%	16,988 $4.3 Million
Q4 2024 Jan 30, 2025	BUY	$264.18 - $304.19 $270,520 - $311,490	1,024 Added 7.56%	14,569 $4.08 Million
Q3 2024 Nov 04, 2024	SELL	$240.48 - $267.94 $11,302 - $12,593	-47 Reduced 0.35%	13,545 $3.62 Million
Q2 2024 Jul 24, 2024	BUY	$237.63 - $258.31 $117,626 - $127,863	495 Added 3.78%	13,592 $3.4 Million
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	$192.0 - $216.09 $1.28 Million - $1.44 Million	-6,672 Reduced 41.93%	9,240 $1.85 Million
Q3 2022 Oct 12, 2022	BUY	$192.77 - $237.17 $1.42 Million - $1.74 Million	7,344 Added 85.71%	15,912 $3.11 Million
Q2 2022 Jul 12, 2022	SELL	$188.16 - $253.27 $133,969 - $180,328	-712 Reduced 7.67%	8,568 $1.69 Million
Q1 2022 Apr 18, 2022	BUY	$224.28 - $282.83 $149,370 - $188,364	666 Added 7.73%	9,280 $2.3 Million
Q4 2021 Jan 21, 2022	SELL	$269.22 - $305.79 $211,606 - $240,350	-786 Reduced 8.36%	8,614 $2.43 Million
Q3 2021 Oct 13, 2021	SELL	$273.65 - $297.37 $238,896 - $259,604	-873 Reduced 8.5%	9,400 $2.63 Million
Q2 2021 Jul 16, 2021	BUY	$260.67 - $292.07 $365,720 - $409,774	1,403 Added 15.82%	10,273 $2.98 Million
Q1 2021 Apr 13, 2021	BUY	$262.76 - $302.04 $788 - $906	3 Added 0.03%	8,870 $2.44 Million
Q4 2020 Mar 26, 2021	BUY	$216.78 - $272.28 $1.92 Million - $2.41 Million	8,867 New	8,867 $2.37 Million

Others Institutions Holding VBK

# of Institutions

1,235

Shares Held

44.7M

Call Options Held

51K

Put Options Held

33K

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About VANGUARD SMALL-CAP GROWTH ETF

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