EFG
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Everhart Financial Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Everhart Financial Group’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$859K Buy
3,148
+852
+37% +$232K 0.1% 140
2025
Q1 		$567K Hold
2,296
– – 0.08% 180
2024
Q4 		$596K Buy
+2,296
New +$596K 0.12% 164