Everhart Financial Group, Inc. Vanguard Growth ETF Transaction History

Everhart Financial Group, Inc.

$444 Million
Q3 2024

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 23,416 shares of VUG stock, worth $9.46 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

23,416

Previous 26,591 11.94%

Holding current value

$9.46 Million

Previous $9.95 Million 9.6%

% of portfolio

2.02%

Previous 2.62%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$341.08 - $391.94 $1.08 Million - $1.24 Million	-3,175 Reduced 11.94%	23,416 $8.99 Million
Q2 2024 Jul 24, 2024	SELL	$322.46 - $377.11 $487,237 - $569,813	-1,511 Reduced 5.38%	26,591 $9.95 Million
Q1 2024 May 13, 2024	BUY	$301.05 - $346.61 $803,201 - $924,755	2,668 Added 10.49%	28,102 $9.67 Million
Q4 2023 Jan 12, 2024	BUY	$261.54 - $312.16 $146,462 - $174,809	560 Added 2.25%	25,434 $7.91 Million
Q3 2023 Oct 25, 2023	BUY	$269.56 - $293.5 $196,778 - $214,255	730 Added 3.02%	24,874 $6.77 Million
Q2 2023 Jul 13, 2023	BUY	$243.06 - $282.96 $313,790 - $365,301	1,291 Added 5.65%	24,144 $6.83 Million
Q1 2023 Apr 25, 2023	BUY	$209.25 - $249.44 $267,840 - $319,283	1,280 Added 5.93%	22,853 $5.7 Million
Q4 2022 Feb 09, 2023	BUY	$208.44 - $233.81 $784,359 - $879,827	3,763 Added 21.13%	21,573 $4.6 Million
Q3 2022 Oct 12, 2022	BUY	$213.95 - $266.28 $122,379 - $152,312	572 Added 3.32%	17,810 $3.81 Million
Q2 2022 Jul 12, 2022	SELL	$214.97 - $293.87 $1.11 Million - $1.52 Million	-5,175 Reduced 23.09%	17,238 $3.84 Million
Q1 2022 Apr 18, 2022	SELL	$254.37 - $323.09 $18,823 - $23,908	-74 Reduced 0.33%	22,413 $6.45 Million
Q4 2021 Jan 21, 2022	BUY	$287.0 - $325.67 $148,092 - $168,045	516 Added 2.35%	22,487 $7.22 Million
Q3 2021 Oct 13, 2021	SELL	$286.49 - $308.98 $638,586 - $688,716	-2,229 Reduced 9.21%	21,971 $6.38 Million
Q2 2021 Jul 16, 2021	BUY	$257.69 - $287.23 $2.12 Million - $2.37 Million	8,240 Added 51.63%	24,200 $6.94 Million
Q1 2021 Apr 13, 2021	BUY	$243.15 - $268.9 $146,619 - $162,146	603 Added 3.93%	15,960 $4.1 Million
Q4 2020 Mar 26, 2021	BUY	$220.77 - $253.46 $3.39 Million - $3.89 Million	15,357 New	15,357 $3.89 Million

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
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Everhart Financial Group, Inc. Vanguard Growth ETF Transaction History