Caldwell Trust Co's ownership history for VYM

Caldwell Trust Co currently holds 5.8K shares with a market value of $821.6K. It started holding VYM on 2019-12-31. At its peak, it held 14.6K shares on 2019-12-31. Its highest holding value was $1.4M on 2019-12-31. At its lowest, it held 5.0K shares on 2023-06-30, with a value of $506.8K on 2020-09-30. 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 47.