Caldwell Trust Co's ownership history for VHT

Caldwell Trust Co currently holds 940 shares with a market value of $244.0K. It started holding VHT on 2019-12-31. At its peak, it held 940 shares on 2025-03-31. Its highest holding value was $262.4K on 2024-09-30. At its lowest, it held 450 shares on 2019-12-31, with a value of $74.7K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has increased its shares by 10.