Caldwell Trust Co's ownership history for VNQ

Caldwell Trust Co currently holds 8.1K shares with a market value of $713.3K. It started holding VNQ on 2019-12-31. At its peak, it held 9.8K shares on 2020-03-31. Its highest holding value was $902.5K on 2019-12-31. At its lowest, it held 2.7K shares on 2021-03-31, with a value of $234.4K on 2020-12-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 836. In the recent year, Caldwell Trust Co has increased its shares by 780.