A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 125,642 shares of VTI stock, worth $37.3 Million. This represents 8.01% of its overall portfolio holdings.

Number of Shares
125,642
Previous 122,297 2.74%
Holding current value
$37.3 Million
Previous $32.7 Million 8.75%
% of portfolio
8.01%
Previous 8.6%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$255.18 - $283.2 $853,577 - $947,304
3,345 Added 2.74%
125,642 $35.6 Million
Q2 2024

Jul 24, 2024

SELL
$245.23 - $269.4 $276,619 - $303,883
-1,128 Reduced 0.91%
122,297 $32.7 Million
Q1 2024

May 13, 2024

BUY
$232.77 - $260.14 $663,860 - $741,919
2,852 Added 2.37%
123,425 $32.1 Million
Q4 2023

Jan 12, 2024

BUY
$203.12 - $238.25 $263,649 - $309,248
1,298 Added 1.09%
120,573 $28.6 Million
Q3 2023

Oct 25, 2023

BUY
$211.41 - $228.35 $882,848 - $953,589
4,176 Added 3.63%
119,275 $25.3 Million
Q2 2023

Jul 13, 2023

BUY
$200.75 - $220.28 $246,521 - $270,503
1,228 Added 1.08%
115,099 $25.4 Million
Q1 2023

Apr 25, 2023

BUY
$189.85 - $210.01 $281,167 - $311,024
1,481 Added 1.32%
113,871 $23.2 Million
Q4 2022

Feb 09, 2023

BUY
$179.3 - $204.18 $4 Million - $4.55 Million
22,297 Added 24.75%
112,390 $21.5 Million
Q3 2022

Oct 12, 2022

BUY
$179.47 - $216.24 $601,224 - $724,404
3,350 Added 3.86%
90,093 $16.2 Million
Q2 2022

Jul 12, 2022

SELL
$183.02 - $230.52 $989,772 - $1.25 Million
-5,408 Reduced 5.87%
86,743 $16.4 Million
Q1 2022

Apr 18, 2022

SELL
$209.9 - $242.97 $51,425 - $59,527
-245 Reduced 0.27%
92,151 $21 Million
Q4 2021

Jan 21, 2022

BUY
$221.73 - $242.96 $158,758 - $173,959
716 Added 0.78%
92,396 $22.3 Million
Q3 2021

Oct 13, 2021

BUY
$219.23 - $234.37 $251,456 - $268,822
1,147 Added 1.27%
91,680 $20.4 Million
Q2 2021

Jul 16, 2021

BUY
$209.28 - $222.82 $733,735 - $781,206
3,506 Added 4.03%
90,533 $20.2 Million
Q1 2021

Apr 13, 2021

BUY
$191.87 - $208.85 $143,518 - $156,219
748 Added 0.87%
87,027 $18 Million
Q4 2020

Mar 26, 2021

BUY
$166.99 - $194.64 $14.4 Million - $16.8 Million
86,279 New
86,279 $16.8 Million

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

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.