Everhart Financial Group, Inc. Vanguard Specialized Funds Van Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 38,526 shares of VNQ stock, worth $3.49 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

38,526

Previous 35,832 7.52%

Holding current value

$3.49 Million

Previous $3.49 Million 1.69%

% of portfolio

0.72%

Previous 0.79%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$87.85 - $98.6 $236,667 - $265,628	2,694 Added 7.52%	38,526 $3.43 Million
Q3 2024 Nov 04, 2024	SELL	$82.97 - $98.97 $91,930 - $109,658	-1,108 Reduced 3.0%	35,832 $3.49 Million
Q2 2024 Jul 24, 2024	BUY	$78.61 - $85.97 $19,573 - $21,406	249 Added 0.68%	36,940 $3.09 Million
Q1 2024 May 13, 2024	SELL	$82.58 - $89.12 $47,483 - $51,244	-575 Reduced 1.54%	36,691 $3.17 Million
Q4 2023 Jan 12, 2024	BUY	$71.05 - $89.54 $6,536 - $8,237	92 Added 0.25%	37,266 $3.29 Million
Q3 2023 Oct 25, 2023	SELL	$75.44 - $86.89 $366,185 - $421,764	-4,854 Reduced 11.55%	37,174 $2.81 Million
Q2 2023 Jul 13, 2023	BUY	$78.4 - $83.98 $306,387 - $328,193	3,908 Added 10.25%	42,028 $3.51 Million
Q1 2023 Apr 25, 2023	BUY	$77.59 - $93.7 $139,274 - $168,191	1,795 Added 4.94%	38,120 $3.17 Million
Q4 2022 Feb 09, 2023	BUY	$76.14 - $88.09 $5,329 - $6,166	70 Added 0.19%	36,325 $3 Million
Q3 2022 Oct 12, 2022	BUY	$79.28 - $102.13 $326,316 - $420,367	4,116 Added 12.81%	36,255 $2.91 Million
Q2 2022 Jul 12, 2022	SELL	$87.04 - $112.5 $192,532 - $248,850	-2,212 Reduced 6.44%	32,139 $2.93 Million
Q1 2022 Apr 18, 2022	SELL	$99.96 - $115.1 $83,866 - $96,568	-839 Reduced 2.38%	34,351 $3.72 Million
Q4 2021 Jan 21, 2022	BUY	$102.53 - $116.01 $38,038 - $43,039	371 Added 1.07%	35,190 $4.08 Million
Q3 2021 Oct 13, 2021	BUY	$101.78 - $110.92 $176,791 - $192,668	1,737 Added 5.25%	34,819 $3.54 Million
Q2 2021 Jul 16, 2021	BUY	$93.53 - $105.5 $1.75 Million - $1.98 Million	18,736 Added 130.6%	33,082 $3.37 Million
Q1 2021 Apr 13, 2021	BUY	$81.97 - $92.98 $36,722 - $41,655	448 Added 3.22%	14,346 $1.32 Million
Q4 2020 Mar 26, 2021	BUY	$76.08 - $86.67 $1.06 Million - $1.2 Million	13,898 New	13,898 $1.18 Million

Others Institutions Holding VNQ

# of Institutions

1,879

Shares Held

229M

Call Options Held

1.5M

Put Options Held

1.47M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Everhart Financial Group, Inc. Vanguard Specialized Funds Van Transaction History