Everhart Financial Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 5,163 shares of VOO stock, worth $2.55 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

5,163

Previous 4,008 28.82%

Holding current value

$2.55 Million

Previous $2.16 Million 22.88%

% of portfolio

0.37%

Previous 0.45%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$507.05 - $563.67 $585,642 - $651,038	1,155 Added 28.82%	5,163 $2.65 Million
Q4 2024 Jan 30, 2025	BUY	$521.84 - $558.82 $14,611 - $15,646	28 Added 0.7%	4,008 $2.16 Million
Q3 2024 Nov 04, 2024	BUY	$475.2 - $527.7 $15,681 - $17,414	33 Added 0.84%	3,980 $2.1 Million
Q2 2024 Jul 24, 2024	SELL	$455.1 - $504.28 $121,966 - $135,147	-268 Reduced 6.36%	3,947 $1.97 Million
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $258,946 - $290,254	603 Added 16.69%	4,215 $2.03 Million
Q4 2023 Jan 12, 2024	SELL	$377.32 - $438.19 $41,882 - $48,639	-111 Reduced 2.98%	3,612 $1.58 Million
Q3 2023 Oct 25, 2023	BUY	$392.7 - $420.68 $107,992 - $115,687	275 Added 7.98%	3,723 $1.46 Million
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $4,085 - $4,480	11 Added 0.32%	3,448 $1.4 Million
Q1 2023 Apr 25, 2023	BUY	$348.66 - $382.94 $9,413 - $10,339	27 Added 0.79%	3,437 $1.29 Million
Q4 2022 Feb 09, 2023	SELL	$327.64 - $374.54 $21,951 - $25,094	-67 Reduced 1.93%	3,410 $1.2 Million
Q3 2022 Oct 12, 2022	BUY	$328.3 - $395.04 $68,943 - $82,958	210 Added 6.43%	3,477 $1.14 Million
Q2 2022 Jul 12, 2022	BUY	$337.07 - $419.85 $9,437 - $11,755	28 Added 0.86%	3,267 $1.13 Million
Q1 2022 Apr 18, 2022	SELL	$382.7 - $439.25 $17,221 - $19,766	-45 Reduced 1.37%	3,239 $1.34 Million
Q4 2021 Jan 21, 2022	BUY	$394.21 - $439.01 $13,008 - $14,487	33 Added 1.02%	3,284 $1.43 Million
Q3 2021 Oct 13, 2021	SELL	$390.68 - $416.73 $80,480 - $85,846	-206 Reduced 5.96%	3,251 $1.28 Million
Q2 2021 Jul 16, 2021	BUY	$368.16 - $394.32 $24,298 - $26,025	66 Added 1.95%	3,457 $1.36 Million
Q1 2021 Apr 13, 2021	BUY	$339.03 - $365.24 $168,158 - $181,159	496 Added 17.13%	3,391 $1.24 Million
Q4 2020 Mar 26, 2021	BUY	$299.82 - $343.69 $867,978 - $994,982	2,895 New	2,895 $995,000

Others Institutions Holding VOO

# of Institutions

3,558

Shares Held

475M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Everhart Financial Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History