Caldwell Trust Co's ownership history for VXF

Caldwell Trust Co currently holds 461 shares with a market value of $96.5K. It started holding VXF on 2023-06-30. At its peak, it held 477 shares on 2024-09-30. Its highest holding value was $96.5K on 2025-09-30. At its lowest, it held 46 shares on 2023-06-30, with a value of $6.8K on 2023-06-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has decreased its shares by 16.