Caldwell Trust Co's ownership history for VTI

Caldwell Trust Co currently holds 42.5K shares with a market value of $14.2M. It started holding VTI on 2019-12-31. At its peak, it held 42.5K shares on 2025-12-31. Its highest holding value was $14.2M on 2025-12-31. 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 28.3K. In the recent year, Caldwell Trust Co has increased its shares by 29.1K.