Caldwell Trust Co's ownership history for VOO

Caldwell Trust Co currently holds 7.1K shares with a market value of $4.3M. It started holding VOO on 2019-12-31. At its peak, it held 8.0K shares on 2025-03-31. Its highest holding value was $4.6M on 2025-06-30. At its lowest, it held 226 shares on 2019-12-31, with a value of $53.5K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 944. In the recent year, Caldwell Trust Co has decreased its shares by 857.