Number of Shares
214,669.00
Current Holdings Value*
$79.60 Mil
% of Portfolio
10.88%
Total Estimate Gain
$13.24 Mil
% of Total Estimate Gain
15.32%

Everhart Financial Group, Inc.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, Everhart Financial Group, Inc. held 214,669.00 shares of Vanguard Growth ETF(VUG), totaling $79.60 Mil. This investment constitutes 10.88% of their stock portfolio, and Everhart Financial Group, Inc. now holds 0.05% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2020Q4. And since then Everhart Financial Group, Inc. has made 12 purchases of VUG, at an average price of $381.10, for a total of 226,833.00 shares. In addition, there have been 5 sales at an average price of $301.92 for 12,164.00 shares. Based on historical transaction data and VUG's current price of $447.28, Everhart Financial Group, Inc.'s estimated gain on his VUG holdings is $13.24 Mil, reflecting a 15.32% gain to date.

Everhart Financial Group, Inc. VUG ($447.28) Holding Chart

Everhart Financial Group, Inc. VUG ($447.28) 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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