Caldwell Trust Co's ownership history for VIG

Caldwell Trust Co currently holds 13.0K shares with a market value of $2.8M. It started holding VIG on 2019-12-31. At its peak, it held 15.5K shares on 2020-06-30. Its highest holding value was $3.1M on 2025-12-31. At its lowest, it held 12.2K shares on 2022-12-31, with a value of $1.5M on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 520. In the recent year, Caldwell Trust Co has increased its shares by 601.