Caldwell Trust Co's ownership history for VTR

Caldwell Trust Co currently holds 2.1K shares with a market value of $148.4K. It started holding VTR on 2021-09-30. At its peak, it held 2.4K shares on 2022-03-31. Its highest holding value was $148.4K on 2025-09-30. At its lowest, it held 2.1K shares on 2021-09-30, with a value of $89.3K on 2023-09-30. 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 0.