Everhart Financial Group, Inc. VTV Holdings History
Everhart Financial Group, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Everhart Financial Group, Inc. held 619,193.00 shares of Vanguard Value ETF(VTV), totaling $106.96 Mil. This investment constitutes 14.62% of their stock portfolio, and Everhart Financial Group, Inc. now holds 0.07% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then Everhart Financial Group, Inc. has made 12 purchases of VTV, at an average price of $168.58, for a total of 635,495.00 shares. In addition, there have been 5 sales at an average price of $141.60 for 16,302.00 shares. Based on historical transaction data and VTV's current price of $179.89, Everhart Financial Group, Inc.'s estimated gain on his VTV holdings is $6.56 Mil, reflecting a 6.13% gain to date.
Everhart Financial Group, Inc. VTV ($179.89) Holding Chart
Everhart Financial Group, Inc. VTV ($179.89) 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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