Caldwell Trust Co's ownership history for VBR

Caldwell Trust Co currently holds 3.8K shares with a market value of $919.2K. It started holding VBR on 2019-12-31. At its peak, it held 6.9K shares on 2019-12-31. Its highest holding value was $966.7K on 2024-12-31. At its lowest, it held 3.6K shares on 2025-12-31, with a value of $563.9K on 2020-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 218. In the recent year, Caldwell Trust Co has increased its shares by 110.