Number of Shares
58,007.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
0.47%
Total Estimate Gain
$-153,967.68
% of Total Estimate Gain
-0.95%

Everhart Financial Group, Inc.'s Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, Everhart Financial Group, Inc. held 58,007.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $3.40 Mil. This investment constitutes 0.47% of their stock portfolio, and Everhart Financial Group, Inc. now holds 0.02% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2022Q3. And since then Everhart Financial Group, Inc. has made 2 purchases of VGSH, at an average price of $58.40, for a total of 278,238.00 shares. In addition, there have been 2 sales at an average price of $57.66 for 220,231.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Everhart Financial Group, Inc.'s estimated gain on his VGSH holdings is $-153,967.68, reflecting a -0.95% gain to date.

Everhart Financial Group, Inc. VGSH ($58.55) Holding Chart

Everhart Financial Group, Inc. VGSH ($58.55) 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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