Everhart Financial Group, Inc. Vanguard Intl Eqty Ftse All Wo Transaction History

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 12,795 shares of VSS stock, worth $1.63 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

12,795

Previous 8,288 54.38%

Holding current value

$1.63 Million

Previous $948,000 57.17%

% of portfolio

0.21%

Previous 0.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$110.75 - $119.78 $499,150 - $539,848	4,507 Added 54.38%	12,795 $1.49 Million
Q4 2024 Jan 30, 2025	BUY	$114.08 - $125.68 $186,064 - $204,984	1,631 Added 24.5%	8,288 $948,000
Q3 2024 Nov 04, 2024	BUY	$112.99 - $126.45 $90,730 - $101,539	803 Added 13.72%	6,657 $838,000
Q2 2024 Jul 24, 2024	SELL	$112.27 - $120.96 $52,766 - $56,851	-470 Reduced 7.43%	5,854 $687,000
Q1 2024 May 13, 2024	BUY	$109.57 - $116.86 $59,496 - $63,454	543 Added 9.39%	6,324 $738,000
Q4 2023 Jan 12, 2024	BUY	$99.44 - $115.1 $15,015 - $17,380	151 Added 2.68%	5,781 $664,000
Q3 2023 Oct 25, 2023	BUY	$105.51 - $115.93 $32,497 - $35,706	308 Added 5.79%	5,630 $597,000
Q2 2023 Jul 13, 2023	BUY	$107.08 - $113.45 $81,809 - $86,675	764 Added 16.76%	5,322 $587,000
Q1 2023 Apr 25, 2023	BUY	$103.34 - $113.48 $193,452 - $212,434	1,872 Added 69.69%	4,558 $497,000
Q4 2022 Feb 09, 2023	BUY	$91.16 - $108.26 $36,281 - $43,087	398 Added 17.4%	2,686 $276,000
Q3 2022 Oct 12, 2022	BUY	$92.19 - $111.85 $210,930 - $255,912	2,288 New	2,288 $212,000
Q2 2022 Jul 12, 2022	SELL	$102.76 - $125.99 $172,945 - $212,041	-1,683 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$115.14 - $134.62 $18,076 - $21,135	-157 Reduced 8.53%	1,683 $208,000
Q4 2021 Jan 21, 2022	SELL	$127.84 - $140.12 $82,328 - $90,237	-644 Reduced 25.93%	1,840 $247,000
Q3 2021 Oct 13, 2021	BUY	$133.17 - $142.02 $30,096 - $32,096	226 Added 10.01%	2,484 $332,000
Q2 2021 Jul 16, 2021	BUY	$130.46 - $139.84 $38,616 - $41,392	296 Added 15.09%	2,258 $308,000
Q1 2021 Apr 13, 2021	BUY	$121.06 - $131.2 $726 - $787	6 Added 0.31%	1,962 $252,000
Q4 2020 Mar 26, 2021	BUY	$102.39 - $122.88 $200,274 - $240,353	1,956 New	1,956 $238,000

Others Institutions Holding VSS

# of Institutions

688

Shares Held

45.5M

Call Options Held

100

Put Options Held

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About VANGUARD INTL EQTY FTSE ALL-WO

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Everhart Financial Group, Inc. Vanguard Intl Eqty Ftse All Wo Transaction History