Everhart Financial Group, Inc. Vanguard Dividend Appreciation Transaction History

Everhart Financial Group, Inc.

  • $852 Million
  • Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 6,050 shares of VIG stock, worth $1.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,050
Previous 1,844 228.09%
Holding current value
$1.1 Million
Previous $335,000 228.96%
% of portfolio
0.13%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
N/A
4,206 Added 228.09%
6,050 $1.1 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-9 Reduced 0.49%
1,844 $335,000
Q3 2024

Nov 04, 2024
BUY
$182.15 - $182.15 $337,523 - $337,523
1,853 New
1,853 $337,000

Others Institutions Holding VIG

# of Institutions
2,616
Shares Held
259M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email