Caldwell Trust Co's ownership history for VIG

Caldwell Trust Co currently holds 12.5K shares with a market value of $2.7M. It started holding VIG on 2019-12-31. At its peak, it held 15.5K shares on 2020-06-30. Its highest holding value was $2.7M on 2025-09-30. At its lowest, it held 12.2K shares on 2022-12-31, with a value of $1.5M on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 81. In the recent year, Caldwell Trust Co has decreased its shares by 685.