Caldwell Trust Co's ownership history for VBR

Caldwell Trust Co currently holds 3.7K shares with a market value of $766.4K. 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 3.7K shares on 2025-09-30, with a value of $563.9K on 2020-09-30. In the recent 180 days, Caldwell Trust Co has decreased its shares by 6. In the recent year, Caldwell Trust Co has decreased its shares by 1.1K.