Everhart Financial Group, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Everhart Financial Group, Inc.

$852 Million
Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,638 shares of VYM stock, worth $231,826. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,638

Previous 1,641 0.18%

Holding current value

$231,826

Previous $209,000 4.31%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$114.78 - $133.31 $344 - $399	-3 Reduced 0.18%	1,638 $218,000
Q4 2024 Jan 30, 2025	SELL	$126.68 - $134.74 $633 - $673	-5 Reduced 0.3%	1,641 $209,000
Q3 2024 Nov 04, 2024	BUY	$117.9 - $128.2 $194,063 - $211,017	1,646 New	1,646 $211,000
Q2 2023 Jul 13, 2023	BUY	$101.36 - $107.68 $102,677 - $109,079	1,013 Added 21.92%	5,634 $597,000
Q1 2023 Apr 25, 2023	SELL	$100.82 - $111.44 $96,988 - $107,205	-962 Reduced 17.23%	4,621 $487,000
Q4 2022 Feb 09, 2023	SELL	$96.14 - $113.15 $1,634 - $1,923	-17 Reduced 0.3%	5,583 $604,000
Q3 2022 Oct 12, 2022	SELL	$94.88 - $110.28 $94,880 - $110,280	-1,000 Reduced 15.15%	5,600 $532,000
Q2 2022 Jul 12, 2022	BUY	$99.2 - $114.57 $3,075 - $3,551	31 Added 0.47%	6,600 $671,000
Q1 2022 Apr 18, 2022	BUY	$107.24 - $115.01 $37,534 - $40,253	350 Added 5.63%	6,569 $737,000
Q4 2021 Jan 21, 2022	BUY	$104.33 - $112.16 $32,550 - $34,993	312 Added 5.28%	6,219 $697,000
Q3 2021 Oct 13, 2021	BUY	$102.3 - $108.36 $604,286 - $640,082	5,907 New	5,907 $611,000

Others Institutions Holding VYM

# of Institutions

2,061

Shares Held

195M

Call Options Held

2.08M

Put Options Held

216K

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About VANGUARD WHITEHALL FDS (VANGUA

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Everhart Financial Group, Inc. Vanguard Whitehall Fds (Vangua Transaction History