Everhart Financial Group, Inc. Vanguard Small Cap ETF Transaction History

Everhart Financial Group, Inc.

$981 Million
Q3 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 5,423 shares of VB stock, worth $1.35 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,423

Previous 5,155 5.2%

Holding current value

$1.35 Million

Previous $1.22 Million 12.86%

% of portfolio

0.14%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$237.58 - $259.17 $63,671 - $69,457	268 Added 5.2%	5,423 $1.38 Million
Q2 2025 Aug 07, 2025	BUY	$193.73 - $237.37 $16,854 - $20,651	87 Added 1.72%	5,155 $1.22 Million
Q1 2025 Apr 16, 2025	BUY	$217.89 - $252.64 $63,188 - $73,265	290 Added 6.07%	5,068 $1.12 Million
Q4 2024 Jan 30, 2025	BUY	$233.76 - $261.58 $61,712 - $69,057	264 Added 5.85%	4,778 $1.15 Million
Q3 2024 Nov 04, 2024	SELL	$214.77 - $237.72 $3,221 - $3,565	-15 Reduced 0.33%	4,514 $1.07 Million

Q2 2024 Jul 24, 2024	SELL	$210.76 - $226.94 $2,529 - $2,723	-12 Reduced 0.26%	4,529 $987,000
Q1 2024 May 13, 2024	BUY	$204.0 - $228.59 $204 - $228	1 Added 0.02%	4,541 $1.04 Million
Q4 2023 Jan 12, 2024	BUY	$175.26 - $215.9 $76,763 - $94,564	438 Added 10.68%	4,540 $968,000
Q3 2023 Oct 25, 2023	SELL	$186.24 - $208.75 $1,117 - $1,252	-6 Reduced 0.15%	4,102 $775,000
Q2 2023 Jul 13, 2023	SELL	$181.26 - $198.89 $8,337 - $9,148	-46 Reduced 1.11%	4,108 $817,000
Q1 2023 Apr 25, 2023	SELL	$179.51 - $208.76 $15,078 - $17,535	-84 Reduced 1.98%	4,154 $787,000
Q4 2022 Feb 09, 2023	SELL	$172.82 - $196.57 $13,307 - $15,135	-77 Reduced 1.78%	4,238 $777,000
Q3 2022 Oct 12, 2022	BUY	$170.45 - $206.62 $59,487 - $72,110	349 Added 8.8%	4,315 $737,000
Q2 2022 Jul 12, 2022	SELL	$170.7 - $214.67 $18,947 - $23,828	-111 Reduced 2.72%	3,966 $698,000
Q1 2022 Apr 18, 2022	SELL	$198.73 - $227.97 $3,378 - $3,875	-17 Reduced 0.42%	4,077 $866,000
Q4 2021 Jan 21, 2022	BUY	$215.13 - $239.37 $3,872 - $4,308	18 Added 0.44%	4,094 $925,000
Q3 2021 Oct 13, 2021	SELL	$211.9 - $229.42 $2,966 - $3,211	-14 Reduced 0.34%	4,076 $891,000
Q2 2021 Jul 16, 2021	BUY	$211.77 - $228.05 $14,612 - $15,735	69 Added 1.72%	4,090 $921,000
Q1 2021 Apr 13, 2021	BUY	$191.53 - $223.48 $45,392 - $52,964	237 Added 6.26%	4,021 $860,000
Q4 2020 Mar 26, 2021	BUY	$156.0 - $196.91 $590,304 - $745,107	3,784 New	3,784 $736,000

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

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Everhart Financial Group, Inc. Vanguard Small Cap ETF Transaction History