Everhart Financial Group, Inc. VWO Holdings History
Everhart Financial Group, Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, Everhart Financial Group, Inc. held 301,061.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $13.63 Mil. This investment constitutes 1.86% of their stock portfolio, and Everhart Financial Group, Inc. now holds 0.02% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2020Q4. And since then Everhart Financial Group, Inc. has made 13 purchases of VWO, at an average price of $45.66, for a total of 321,992.00 shares. In addition, there have been 4 sales at an average price of $45.84 for 20,931.00 shares. Based on historical transaction data and VWO's current price of $51.23, Everhart Financial Group, Inc.'s estimated gain on his VWO holdings is $1.68 Mil, reflecting a 11.43% gain to date.
Everhart Financial Group, Inc. VWO ($51.23) Holding Chart
Everhart Financial Group, Inc. VWO ($51.23) 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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