Everhart Financial Group, Inc. VTI Holdings History
Everhart Financial Group, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Everhart Financial Group, Inc. held 213,645.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $58.72 Mil. This investment constitutes 8.03% of their stock portfolio, and Everhart Financial Group, Inc. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Everhart Financial Group, Inc. has made 14 purchases of VTI, at an average price of $231.20, for a total of 220,426.00 shares. In addition, there have been 3 sales at an average price of $214.70 for 6,781.00 shares. Based on historical transaction data and VTI's current price of $311.39, Everhart Financial Group, Inc.'s estimated gain on his VTI holdings is $17.02 Mil, reflecting a 33.40% gain to date.
Everhart Financial Group, Inc. VTI ($311.39) Holding Chart
Everhart Financial Group, Inc. VTI ($311.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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