Number of Shares
301,061.00
Current Holdings Value*
$13.63 Mil
% of Portfolio
1.86%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
10.91%

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 $50.98, Everhart Financial Group, Inc.'s estimated gain on his VWO holdings is $1.60 Mil, reflecting a 10.91% gain to date.

Everhart Financial Group, Inc. VWO ($50.98) Holding Chart

Everhart Financial Group, Inc. VWO ($50.98) 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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