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

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 25,917 shares of VBR stock, worth $5.27 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

25,917

Previous 25,453 1.82%

Holding current value

$5.27 Million

Previous $5.11 Million 0.51%

% of portfolio

1.08%

Previous 1.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$197.36 - $217.3 $91,575 - $100,827	464 Added 1.82%	25,917 $5.14 Million
Q3 2024 Nov 04, 2024	BUY	$179.99 - $201.6 $66,236 - $74,188	368 Added 1.47%	25,453 $5.11 Million
Q2 2024 Jul 24, 2024	BUY	$177.65 - $191.11 $119,025 - $128,043	670 Added 2.74%	25,085 $4.58 Million
Q1 2024 May 13, 2024	BUY	$172.45 - $191.88 $216,424 - $240,809	1,255 Added 5.42%	24,415 $4.68 Million
Q4 2023 Jan 12, 2024	BUY	$149.18 - $181.94 $83,093 - $101,340	557 Added 2.46%	23,160 $4.17 Million
Q3 2023 Oct 25, 2023	SELL	$157.33 - $174.39 $1,730 - $1,918	-11 Reduced 0.05%	22,603 $3.6 Million
Q2 2023 Jul 13, 2023	BUY	$150.74 - $165.4 $191,892 - $210,554	1,273 Added 5.97%	22,614 $3.74 Million
Q1 2023 Apr 25, 2023	BUY	$150.22 - $177.69 $364,583 - $431,253	2,427 Added 12.83%	21,341 $3.39 Million
Q4 2022 Feb 09, 2023	SELL	$147.25 - $169.54 $1.5 Million - $1.73 Million	-10,191 Reduced 35.01%	18,914 $3 Million
Q3 2022 Oct 12, 2022	BUY	$143.4 - $172.87 $1.38 Million - $1.66 Million	9,630 Added 49.45%	29,105 $4.17 Million
Q2 2022 Jul 12, 2022	SELL	$146.67 - $178.24 $173,803 - $211,214	-1,185 Reduced 5.74%	19,475 $2.92 Million
Q1 2022 Apr 18, 2022	BUY	$165.62 - $182.58 $232,364 - $256,159	1,403 Added 7.29%	20,660 $3.64 Million
Q4 2021 Jan 21, 2022	BUY	$168.72 - $185.72 $30,707 - $33,801	182 Added 0.95%	19,257 $3.44 Million
Q3 2021 Oct 13, 2021	SELL	$162.66 - $175.73 $116,952 - $126,349	-719 Reduced 3.63%	19,075 $3.23 Million
Q2 2021 Jul 16, 2021	BUY	$166.46 - $180.76 $168,623 - $183,109	1,013 Added 5.39%	19,794 $3.44 Million
Q1 2021 Apr 13, 2021	SELL	$139.89 - $172.72 $91,208 - $112,613	-652 Reduced 3.36%	18,781 $3.11 Million
Q4 2020 Mar 26, 2021	BUY	$111.89 - $142.79 $2.17 Million - $2.77 Million	19,433 New	19,433 $2.76 Million

Others Institutions Holding VBR

# of Institutions

1,687

Shares Held

100M

Call Options Held

57.7K

Put Options Held

8.3K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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. Vanguard Small Cap Value ETF Transaction History