Everhart Financial Group, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Everhart Financial Group, Inc.

$444 Million
Q3 2024

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 15,273 shares of BND stock, worth $1.1 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

15,273

Previous 12,892 18.47%

Holding current value

$1.1 Million

Previous $928,000 23.6%

% of portfolio

0.26%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$71.45 - $75.64 $170,122 - $180,098	2,381 Added 18.47%	15,273 $1.15 Million
Q2 2024 Jul 24, 2024	BUY	$70.55 - $72.66 $197,610 - $203,520	2,801 Added 27.76%	12,892 $928,000
Q1 2024 May 13, 2024	BUY	$71.76 - $73.66 $285,604 - $293,166	3,980 Added 65.13%	10,091 $732,000
Q4 2023 Jan 12, 2024	SELL	$68.04 - $73.9 $828,182 - $899,510	-12,172 Reduced 66.58%	6,111 $449,000
Q3 2023 Oct 25, 2023	BUY	$69.63 - $72.91 $280,957 - $294,191	4,035 Added 28.32%	18,283 $1.28 Million
Q2 2023 Jul 13, 2023	BUY	$72.23 - $74.46 $110,078 - $113,477	1,524 Added 11.98%	14,248 $1.04 Million
Q1 2023 Apr 25, 2023	BUY	$71.33 - $74.57 $511,721 - $534,965	7,174 Added 129.26%	12,724 $939,000
Q4 2022 Feb 09, 2023	BUY	$69.38 - $73.88 $31,845 - $33,910	459 Added 9.02%	5,550 $398,000
Q3 2022 Oct 12, 2022	SELL	$70.77 - $77.08 $39,985 - $43,550	-565 Reduced 9.99%	5,091 $363,000
Q2 2022 Jul 12, 2022	SELL	$73.3 - $79.23 $22,869 - $24,719	-312 Reduced 5.23%	5,656 $425,000
Q1 2022 Apr 18, 2022	BUY	$78.72 - $84.18 $4,723 - $5,050	60 Added 1.02%	5,968 $475,000
Q4 2021 Jan 21, 2022	BUY	$84.47 - $85.89 $45,529 - $46,294	539 Added 10.04%	5,908 $501,000
Q3 2021 Oct 13, 2021	BUY	$85.45 - $86.85 $27,002 - $27,444	316 Added 6.25%	5,369 $459,000
Q2 2021 Jul 16, 2021	SELL	$84.67 - $85.92 $24,638 - $25,002	-291 Reduced 5.45%	5,053 $434,000
Q1 2021 Apr 13, 2021	BUY	$84.36 - $88.07 $55,677 - $58,126	660 Added 14.09%	5,344 $453,000
Q4 2020 Mar 26, 2021	BUY	$87.44 - $88.49 $409,568 - $414,487	4,684 New	4,684 $413,000

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

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Everhart Financial Group, Inc. Vanguard Bd Index Fd Inc Total Transaction History