Everhart Financial Group, Inc. Vanguard Mid Cap ETF Transaction History

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 5,132 shares of VO stock, worth $1.39 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,132

Previous 5,298 3.13%

Holding current value

$1.39 Million

Previous $1.4 Million 5.72%

% of portfolio

0.18%

Previous 0.29%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$251.87 - $277.95 $41,810 - $46,139	-166 Reduced 3.13%	5,132 $1.32 Million
Q4 2024 Jan 30, 2025	SELL	$261.5 - $284.63 $35,564 - $38,709	-136 Reduced 2.5%	5,298 $1.4 Million
Q3 2024 Nov 04, 2024	BUY	$237.84 - $263.83 $48,757 - $54,085	205 Added 3.92%	5,434 $1.43 Million
Q2 2024 Jul 24, 2024	SELL	$234.99 - $248.98 $19,034 - $20,167	-81 Reduced 1.53%	5,229 $1.27 Million
Q1 2024 May 13, 2024	BUY	$225.86 - $249.86 $19,875 - $21,987	88 Added 1.69%	5,310 $1.33 Million
Q4 2023 Jan 12, 2024	BUY	$195.66 - $233.95 $58,306 - $69,717	298 Added 6.05%	5,222 $1.21 Million
Q3 2023 Oct 25, 2023	SELL	$206.6 - $228.23 $1,033 - $1,141	-5 Reduced 0.1%	4,924 $1.03 Million
Q2 2023 Jul 13, 2023	SELL	$203.43 - $220.16 $10,374 - $11,228	-51 Reduced 1.02%	4,929 $1.09 Million
Q1 2023 Apr 25, 2023	BUY	$200.2 - $225.98 $292,692 - $330,382	1,462 Added 41.56%	4,980 $1.05 Million
Q4 2022 Feb 09, 2023	SELL	$186.57 - $217.26 $9,328 - $10,863	-50 Reduced 1.4%	3,518 $717,000
Q3 2022 Oct 12, 2022	BUY	$187.98 - $227.42 $28,760 - $34,795	153 Added 4.48%	3,568 $671,000
Q2 2022 Jul 12, 2022	SELL	$190.36 - $240.41 $15,609 - $19,713	-82 Reduced 2.34%	3,415 $673,000
Q1 2022 Apr 18, 2022	SELL	$219.86 - $253.39 $25,064 - $28,886	-114 Reduced 3.16%	3,497 $832,000
Q4 2021 Jan 21, 2022	SELL	$236.98 - $261.2 $47,632 - $52,501	-201 Reduced 5.27%	3,611 $920,000
Q3 2021 Oct 13, 2021	BUY	$229.88 - $249.8 $79,768 - $86,680	347 Added 10.01%	3,812 $902,000
Q2 2021 Jul 16, 2021	BUY	$223.23 - $238.25 $13,170 - $14,056	59 Added 1.73%	3,465 $822,000
Q1 2021 Apr 13, 2021	BUY	$203.74 - $225.89 $2,852 - $3,162	14 Added 0.41%	3,406 $754,000
Q4 2020 Mar 26, 2021	BUY	$176.14 - $208.21 $597,466 - $706,248	3,392 New	3,392 $701,000

Others Institutions Holding VO

# of Institutions

2,350

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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 Mid Cap ETF Transaction History