Everhart Financial Group, Inc. Vanguard Mid Cap Value Index F Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 23,653 shares of VOE stock, worth $3.92 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

23,653

Previous 21,210 11.52%

Holding current value

$3.92 Million

Previous $3.56 Million 7.59%

% of portfolio

0.8%

Previous 0.8%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$160.89 - $176.18 $393,054 - $430,407	2,443 Added 11.52%	23,653 $3.83 Million
Q3 2024 Nov 04, 2024	SELL	$149.02 - $167.67 $41,129 - $46,276	-276 Reduced 1.28%	21,210 $3.56 Million
Q2 2024 Jul 24, 2024	BUY	$146.82 - $155.77 $64,013 - $67,915	436 Added 2.07%	21,486 $3.23 Million
Q1 2024 May 13, 2024	BUY	$141.07 - $155.91 $257,452 - $284,535	1,825 Added 9.49%	21,050 $3.28 Million
Q4 2023 Jan 12, 2024	BUY	$124.27 - $145.8 $54,803 - $64,297	441 Added 2.35%	19,225 $2.79 Million
Q3 2023 Oct 25, 2023	SELL	$130.77 - $144.24 $63,292 - $69,812	-484 Reduced 2.51%	18,784 $2.46 Million
Q2 2023 Jul 13, 2023	BUY	$127.92 - $138.38 $273,237 - $295,579	2,136 Added 12.47%	19,268 $2.67 Million
Q1 2023 Apr 25, 2023	BUY	$126.74 - $147.12 $164,128 - $190,520	1,295 Added 8.18%	17,132 $2.3 Million
Q4 2022 Feb 09, 2023	SELL	$122.51 - $142.75 $30,995 - $36,115	-253 Reduced 1.57%	15,837 $2.14 Million
Q3 2022 Oct 12, 2022	BUY	$121.77 - $145.8 $234,041 - $280,227	1,922 Added 13.57%	16,090 $1.96 Million
Q2 2022 Jul 12, 2022	SELL	$126.2 - $153.17 $178,825 - $217,041	-1,417 Reduced 9.09%	14,168 $1.84 Million
Q1 2022 Apr 18, 2022	BUY	$140.72 - $152.6 $50,518 - $54,783	359 Added 2.36%	15,585 $2.33 Million
Q4 2021 Jan 21, 2022	BUY	$140.47 - $150.69 $30,762 - $33,001	219 Added 1.46%	15,226 $2.29 Million
Q3 2021 Oct 13, 2021	BUY	$135.17 - $146.62 $125,167 - $135,770	926 Added 6.58%	15,007 $2.1 Million
Q2 2021 Jul 16, 2021	BUY	$136.19 - $145.71 $160,431 - $171,646	1,178 Added 9.13%	14,081 $1.98 Million
Q1 2021 Apr 13, 2021	SELL	$116.81 - $138.13 $700 - $828	-6 Reduced 0.05%	12,903 $1.74 Million
Q4 2020 Mar 26, 2021	BUY	$100.82 - $119.56 $1.3 Million - $1.54 Million	12,909 New	12,909 $1.54 Million

Others Institutions Holding VOE

# of Institutions

1,195

Shares Held

71.8M

Call Options Held

25.6K

Put Options Held

1.6K

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About VANGUARD MID-CAP VALUE INDEX F

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Everhart Financial Group, Inc. Vanguard Mid Cap Value Index F Transaction History