Everhart Financial Group, Inc. Vanguard Transaction History
Everhart Financial Group, Inc.
- $852 Million
- Q2 2025
A detailed history of Everhart Financial Group, Inc. transactions in Vanguard stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 33,606 shares of VGSH stock, worth $1.98 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
33,606
              Previous 58,007
              
        
           42.07%
        
      
          
        Holding current value
$1.98 Million
            Previous $3.4 Million
            
        
           41.96%
        
      
          
        % of portfolio
0.23%
            Previous 0.47%
          
        Shares
	  4 transactions
	
  Others Institutions Holding VGSH
# of Institutions
1,075Shares Held
286MCall Options Held
0Put Options Held
0- 
    
      Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
- 
    
      Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
- 
    
      Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
- 
    
      Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio