Everhart Financial Group, Inc. Vanguard Value ETF Transaction History

Everhart Financial Group, Inc.

$852 Million
Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 685,866 shares of VTV stock, worth $129 Million. This represents 14.23% of its overall portfolio holdings.

Number of Shares

685,866

Previous 619,193 10.77%

Holding current value

$129 Million

Previous $106 Million 14.6%

% of portfolio

14.23%

Previous 14.71%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$153.67 - $176.74 $10.2 Million - $11.8 Million	66,673 Added 10.77%	685,866 $121 Million
Q1 2025 Apr 16, 2025	BUY	$167.73 - $179.21 $92 Million - $98.3 Million	548,675 Added 778.06%	619,193 $106 Million
Q4 2024 Jan 30, 2025	BUY	$168.32 - $181.87 $1.29 Million - $1.39 Million	7,669 Added 12.2%	70,518 $11.9 Million
Q3 2024 Nov 04, 2024	SELL	$159.75 - $174.57 $42,174 - $46,086	-264 Reduced 0.42%	62,849 $11 Million
Q2 2024 Jul 24, 2024	SELL	$154.57 - $163.65 $398,481 - $421,889	-2,578 Reduced 3.92%	63,113 $10.1 Million
Q1 2024 May 13, 2024	BUY	$147.46 - $162.86 $887,266 - $979,928	6,017 Added 10.08%	65,691 $10.7 Million
Q4 2023 Jan 12, 2024	BUY	$131.82 - $149.95 $40,996 - $46,634	311 Added 0.52%	59,674 $8.92 Million
Q3 2023 Oct 25, 2023	BUY	$137.93 - $147.18 $434,203 - $463,322	3,148 Added 5.6%	59,363 $8.19 Million
Q2 2023 Jul 13, 2023	BUY	$134.74 - $142.42 $282,280 - $298,369	2,095 Added 3.87%	56,215 $7.99 Million
Q1 2023 Apr 25, 2023	BUY	$132.13 - $144.96 $764,239 - $838,448	5,784 Added 11.97%	54,120 $7.47 Million
Q4 2022 Feb 09, 2023	SELL	$124.69 - $146.24 $1.07 Million - $1.26 Million	-8,603 Reduced 15.11%	48,336 $6.78 Million
Q3 2022 Oct 12, 2022	BUY	$123.48 - $143.43 $1.23 Million - $1.42 Million	9,935 Added 21.14%	56,939 $7.03 Million
Q2 2022 Jul 12, 2022	BUY	$128.01 - $150.8 $50,179 - $59,113	392 Added 0.84%	47,004 $6.2 Million
Q1 2022 Apr 18, 2022	BUY	$140.46 - $150.33 $123,042 - $131,689	876 Added 1.92%	46,612 $6.89 Million
Q4 2021 Jan 21, 2022	SELL	$136.43 - $147.24 $86,360 - $93,202	-633 Reduced 1.37%	45,736 $6.73 Million
Q3 2021 Oct 13, 2021	SELL	$134.5 - $142.48 $568,128 - $601,835	-4,224 Reduced 8.35%	46,369 $6.28 Million
Q2 2021 Jul 16, 2021	BUY	$132.12 - $141.17 $2.05 Million - $2.19 Million	15,479 Added 44.08%	50,593 $6.96 Million
Q1 2021 Apr 13, 2021	BUY	$117.44 - $132.31 $212,683 - $239,613	1,811 Added 5.44%	35,114 $4.62 Million
Q4 2020 Mar 26, 2021	BUY	$101.75 - $119.15 $3.39 Million - $3.97 Million	33,303 New	33,303 $3.96 Million

Others Institutions Holding VTV

# of Institutions

2,702

Shares Held

565M

Call Options Held

211K

Put Options Held

60.3K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

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Everhart Financial Group, Inc. Vanguard Value ETF Transaction History