Caldwell Trust Co's ownership history for VTI

Caldwell Trust Co currently holds 14.3K shares with a market value of $4.7M. It started holding VTI on 2019-12-31. At its peak, it held 14.3K shares on 2025-09-30. Its highest holding value was $4.7M on 2025-09-30. At its lowest, it held 4.2K shares on 2021-03-31, with a value of $548.9K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 543. In the recent year, Caldwell Trust Co has increased its shares by 1.8K.