Caldwell Trust Co's ownership history for VXF

Caldwell Trust Co currently holds 3.8K shares with a market value of $788.0K. It started holding VXF on 2023-06-30. At its peak, it held 3.8K shares on 2025-12-31. Its highest holding value was $788.0K on 2025-12-31. 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 3.3K. In the recent year, Caldwell Trust Co has increased its shares by 3.3K.