Everhart Financial Group, Inc. Vanguard Growth ETF Transaction History

Everhart Financial Group, Inc.

$1.05 Billion
Q4 2025

A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 284,541 shares of VUG stock, worth $138 Million. This represents 13.11% of its overall portfolio holdings.

Number of Shares

284,541

Previous 262,574 8.37%

Holding current value

$138 Million

Previous $126 Million 9.25%

% of portfolio

13.11%

Previous 12.83%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$470.44 - $504.26 $10.3 Million - $11.1 Million	21,967 Added 8.37%	284,541 $138 Million
Q3 2025 Nov 04, 2025	BUY	$433.97 - $484.08 $5.12 Million - $5.71 Million	11,802 Added 4.71%	262,574 $126 Million
Q2 2025 Aug 07, 2025	BUY	$329.49 - $438.4 $11.9 Million - $15.8 Million	36,103 Added 16.82%	250,772 $110 Million
Q1 2025 Apr 16, 2025	BUY	$369.1 - $427.61 $69.6 Million - $80.6 Million	188,510 Added 720.63%	214,669 $79.5 Million
Q4 2024 Jan 30, 2025	BUY	$378.79 - $428.11 $1.04 Million - $1.17 Million	2,743 Added 11.71%	26,159 $10.7 Million

Q3 2024 Nov 04, 2024	SELL	$341.08 - $391.94 $1.08 Million - $1.24 Million	-3,175 Reduced 11.94%	23,416 $8.99 Million
Q2 2024 Jul 24, 2024	SELL	$322.46 - $377.11 $487,237 - $569,813	-1,511 Reduced 5.38%	26,591 $9.95 Million
Q1 2024 May 13, 2024	BUY	$301.05 - $346.61 $803,201 - $924,755	2,668 Added 10.49%	28,102 $9.67 Million
Q4 2023 Jan 12, 2024	BUY	$261.54 - $312.16 $146,462 - $174,809	560 Added 2.25%	25,434 $7.91 Million
Q3 2023 Oct 25, 2023	BUY	$269.56 - $293.5 $196,778 - $214,255	730 Added 3.02%	24,874 $6.77 Million
Q2 2023 Jul 13, 2023	BUY	$243.06 - $282.96 $313,790 - $365,301	1,291 Added 5.65%	24,144 $6.83 Million
Q1 2023 Apr 25, 2023	BUY	$209.25 - $249.44 $267,840 - $319,283	1,280 Added 5.93%	22,853 $5.7 Million
Q4 2022 Feb 09, 2023	BUY	$208.44 - $233.81 $784,359 - $879,827	3,763 Added 21.13%	21,573 $4.6 Million
Q3 2022 Oct 12, 2022	BUY	$213.95 - $266.28 $122,379 - $152,312	572 Added 3.32%	17,810 $3.81 Million
Q2 2022 Jul 12, 2022	SELL	$214.97 - $293.87 $1.11 Million - $1.52 Million	-5,175 Reduced 23.09%	17,238 $3.84 Million
Q1 2022 Apr 18, 2022	SELL	$254.37 - $323.09 $18,823 - $23,908	-74 Reduced 0.33%	22,413 $6.45 Million
Q4 2021 Jan 21, 2022	BUY	$287.0 - $325.67 $148,092 - $168,045	516 Added 2.35%	22,487 $7.22 Million
Q3 2021 Oct 13, 2021	SELL	$286.49 - $308.98 $638,586 - $688,716	-2,229 Reduced 9.21%	21,971 $6.38 Million
Q2 2021 Jul 16, 2021	BUY	$257.69 - $287.23 $2.12 Million - $2.37 Million	8,240 Added 51.63%	24,200 $6.94 Million
Q1 2021 Apr 13, 2021	BUY	$243.15 - $268.9 $146,619 - $162,146	603 Added 3.93%	15,960 $4.1 Million
Q4 2020 Mar 26, 2021	BUY	$220.77 - $253.46 $3.39 Million - $3.89 Million	15,357 New	15,357 $3.89 Million

Others Institutions Holding VUG

# of Institutions

2,930

Shares Held

277M

Call Options Held

345K

Put Options Held

186K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Account

Everhart Financial Group, Inc. Vanguard Growth ETF Transaction History