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

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 20,283 shares of VOT stock, worth $4.76 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

20,283

Previous 17,946 13.02%

Holding current value

$4.76 Million

Previous $4.55 Million 8.74%

% of portfolio

0.69%

Previous 0.95%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$237.72 - $276.98 $555,551 - $647,302	2,337 Added 13.02%	20,283 $4.95 Million
Q4 2024 Jan 30, 2025	BUY	$241.48 - $274.89 $172,416 - $196,271	714 Added 4.14%	17,946 $4.55 Million
Q3 2024 Nov 04, 2024	SELL	$218.05 - $243.47 $17,225 - $19,234	-79 Reduced 0.46%	17,232 $4.2 Million
Q2 2024 Jul 24, 2024	BUY	$218.75 - $234.97 $138,250 - $148,501	632 Added 3.79%	17,311 $3.97 Million
Q1 2024 May 13, 2024	BUY	$212.21 - $235.79 $184,410 - $204,901	869 Added 5.5%	16,679 $3.93 Million
Q4 2023 Jan 12, 2024	BUY	$180.9 - $221.2 $78,148 - $95,558	432 Added 2.81%	15,810 $3.47 Million
Q3 2023 Oct 25, 2023	SELL	$191.65 - $213.93 $43,887 - $48,989	-229 Reduced 1.47%	15,378 $3 Million
Q2 2023 Jul 13, 2023	BUY	$186.22 - $205.77 $354,004 - $391,168	1,901 Added 13.87%	15,607 $3.21 Million
Q1 2023 Apr 25, 2023	BUY	$177.43 - $203.61 $144,428 - $165,738	814 Added 6.31%	13,706 $2.67 Million
Q4 2022 Feb 09, 2023	BUY	$165.84 - $193.83 $9,287 - $10,854	56 Added 0.44%	12,892 $2.32 Million
Q3 2022 Oct 12, 2022	BUY	$170.12 - $208.72 $202,612 - $248,585	1,191 Added 10.23%	12,836 $2.19 Million
Q2 2022 Jul 12, 2022	SELL	$167.96 - $227.2 $257,314 - $348,070	-1,532 Reduced 11.63%	11,645 $2.04 Million
Q1 2022 Apr 18, 2022	BUY	$199.76 - $251.37 $53,335 - $67,115	267 Added 2.07%	13,177 $2.94 Million
Q4 2021 Jan 21, 2022	BUY	$234.3 - $265.79 $20,149 - $22,857	86 Added 0.67%	12,910 $3.29 Million
Q3 2021 Oct 13, 2021	BUY	$230.42 - $251.05 $94,702 - $103,181	411 Added 3.31%	12,824 $3.03 Million
Q2 2021 Jul 16, 2021	BUY	$210.91 - $237.31 $34,378 - $38,681	163 Added 1.33%	12,413 $2.93 Million
Q1 2021 Apr 13, 2021	SELL	$204.75 - $230.34 $123,464 - $138,895	-603 Reduced 4.69%	12,250 $2.63 Million
Q4 2020 Mar 26, 2021	BUY	$178.76 - $215.29 $2.3 Million - $2.77 Million	12,853 New	12,853 $2.73 Million

Others Institutions Holding VOT

# of Institutions

1,062

Shares Held

42.3M

Call Options Held

16.8K

Put Options Held

2.7K

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