Everhart Financial Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Everhart Financial Group, Inc.

$444 Million
Q3 2024

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 2,448 shares of ESGV stock, worth $263,918. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,448

Previous 2,452 0.16%

Holding current value

$263,918

Previous $236,000 5.08%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$91.37 - $101.65 $365 - $406	-4 Reduced 0.16%	2,448 $248,000
Q2 2024 Jul 24, 2024	SELL	$87.24 - $97.37 $8,811 - $9,834	-101 Reduced 3.96%	2,452 $236,000
Q1 2024 May 13, 2024	SELL	$83.14 - $93.19 $665 - $745	-8 Reduced 0.31%	2,553 $237,000
Q4 2023 Jan 12, 2024	BUY	$71.95 - $85.41 $184,263 - $218,735	2,561 New	2,561 $217,000
Q2 2023 Jul 13, 2023	BUY	$70.39 - $78.35 $181,887 - $202,456	2,584 New	2,584 $202,000
Q2 2022 Jul 12, 2022	SELL	$63.97 - $82.17 $167,345 - $214,956	-2,616 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$74.15 - $88.3 $7,859 - $9,359	-106 Reduced 3.89%	2,616 $212,000
Q2 2021 Jul 16, 2021	SELL	$74.71 - $80.04 $224 - $240	-3 Reduced 0.11%	2,722 $218,000
Q1 2021 Apr 13, 2021	BUY	$69.3 - $74.47 $188,842 - $202,930	2,725 New	2,725 $201,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Everhart Financial Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History