Everhart Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 34,206 shares of VTEB stock, worth $1.71 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

34,206

Previous 36,420 6.08%

Holding current value

$1.71 Million

Previous $1.86 Million 7.9%

% of portfolio

0.36%

Previous 0.42%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$49.79 - $51.14 $110,235 - $113,223	-2,214 Reduced 6.08%	34,206 $1.71 Million
Q3 2024 Nov 04, 2024	SELL	$49.93 - $51.15 $67,105 - $68,745	-1,344 Reduced 3.56%	36,420 $1.86 Million
Q2 2024 Jul 24, 2024	SELL	$49.55 - $50.44 $22,148 - $22,546	-447 Reduced 1.17%	37,764 $1.89 Million
Q1 2024 May 13, 2024	SELL	$50.36 - $51.06 $30,769 - $31,197	-611 Reduced 1.57%	38,211 $1.93 Million
Q4 2023 Jan 12, 2024	BUY	$47.36 - $51.14 $338,671 - $365,702	7,151 Added 22.58%	38,822 $1.98 Million
Q3 2023 Oct 25, 2023	BUY	$48.03 - $50.5 $32,804 - $34,491	683 Added 2.2%	31,671 $1.52 Million
Q2 2023 Jul 13, 2023	SELL	$49.5 - $51.06 $72,022 - $74,292	-1,455 Reduced 4.48%	30,988 $1.56 Million
Q1 2023 Apr 25, 2023	BUY	$49.32 - $51.02 $102,240 - $105,764	2,073 Added 6.83%	32,443 $1.64 Million
Q4 2022 Feb 09, 2023	BUY	$47.5 - $50.06 $734,920 - $774,528	15,472 Added 103.85%	30,370 $1.5 Million
Q3 2022 Oct 12, 2022	BUY	$48.11 - $51.14 $176,275 - $187,376	3,664 Added 32.62%	14,898 $717,000
Q2 2022 Jul 12, 2022	SELL	$49.13 - $51.51 $1.83 Million - $1.92 Million	-37,334 Reduced 76.87%	11,234 $561,000
Q1 2022 Apr 18, 2022	BUY	$51.44 - $54.88 $2.15 Million - $2.3 Million	41,837 Added 621.56%	48,568 $2.5 Million
Q4 2021 Jan 21, 2022	BUY	$54.5 - $55.03 $5,286 - $5,337	97 Added 1.46%	6,731 $370,000
Q3 2021 Oct 13, 2021	SELL	$54.77 - $55.59 $155,272 - $157,597	-2,835 Reduced 29.94%	6,634 $363,000
Q2 2021 Jul 16, 2021	SELL	$54.58 - $55.46 $35,258 - $35,827	-646 Reduced 6.39%	9,469 $524,000
Q1 2021 Apr 13, 2021	SELL	$54.36 - $55.51 $1,793 - $1,831	-33 Reduced 0.33%	10,115 $553,000
Q4 2020 Mar 26, 2021	BUY	$54.06 - $55.19 $548,600 - $560,068	10,148 New	10,148 $560,000

Others Institutions Holding VTEB

# of Institutions

1,224

Shares Held

516M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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 Mun Bd Fds Tax Exempt Transaction History