EFG
Everhart Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
5,155
+87
| +2% | +$20.6K | 0.14% | 100 |
|
|
2025
Q1 | $1.12M | Buy |
5,068
+290
| +6% | +$64.3K | 0.15% | 94 |
|
|
2024
Q4 | $1.15M | Buy |
4,778
+264
| +6% | +$63.4K | 0.24% | 88 |
|
|
2024
Q3 | $1.07M | Sell |
4,514
-15
| -0.3% | -$3.56K | 0.24% | 93 |
|
|
2024
Q2 | $988K | Sell |
4,529
-12
| -0.3% | -$2.62K | 0.26% | 75 |
|
|
2024
Q1 | $1.04M | Buy |
4,541
+1
| +0% | +$229 | 0.3% | 66 |
|
|
2023
Q4 | $968K | Buy |
4,540
+438
| +11% | +$93.4K | 0.34% | 61 |
|
|
2023
Q3 | $769K | Sell |
4,102
-6
| -0.1% | -$1.12K | 0.33% | 64 |
|
|
2023
Q2 | $797K | Sell |
4,108
-46
| -1% | -$8.92K | 0.33% | 65 |
|
|
2023
Q1 | $781K | Sell |
4,154
-84
| -2% | -$15.8K | 0.35% | 57 |
|
|
2022
Q4 | $771K | Sell |
4,238
-77
| -2% | -$14K | 0.39% | 53 |
|
|
2022
Q3 | $737K | Buy |
4,315
+349
| +9% | +$59.6K | 0.41% | 47 |
|
|
2022
Q2 | $698K | Sell |
3,966
-111
| -3% | -$19.5K | 0.42% | 46 |
|
|
2022
Q1 | $866K | Sell |
4,077
-17
| -0.4% | -$3.61K | 0.5% | 42 |
|
|
2021
Q4 | $925K | Buy |
4,094
+18
| +0.4% | +$4.07K | 0.56% | 39 |
|
|
2021
Q3 | $891K | Sell |
4,076
-14
| -0.3% | -$3.06K | 0.61% | 38 |
|
|
2021
Q2 | $921K | Buy |
4,090
+69
| +2% | +$15.5K | 0.63% | 35 |
|
|
2021
Q1 | $860K | Buy |
4,021
+237
| +6% | +$50.7K | 0.75% | 32 |
|
|
2020
Q4 | $736K | Buy |
+3,784
| New | +$736K | 0.68% | 34 |
|