Everhart Financial Group, Inc. VUG Holdings History
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 $450.40, Everhart Financial Group, Inc.'s estimated gain on his VUG holdings is $13.91 Mil, reflecting a 16.10% gain to date.
Everhart Financial Group, Inc. VUG ($450.40) Holding Chart
Everhart Financial Group, Inc. VUG ($450.40) 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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