180 Wealth Advisors’s Vale VALE Stock Holding History

180 Wealth Advisors’s Portfolio VALE Stock Details VALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Sell	81,282 -534	-0.7%	-$8.7K	0.12%	179
2026 Q1	$1.3M	Sell	81,816 -692	-0.8%	-$10.8K	0.15%	150
2025 Q4	$1.08M	Sell	82,508 -3,361	-4%	-$40.8K	0.12%	171
2025 Q3	$933K	Buy	85,869 +7,584	+10%	+$77.4K	0.11%	168
2025 Q2	$760K	Buy	78,285 +3,996	+5%	+$37.6K	0.11%	179
2025 Q1	$741K	Buy	74,289 +13,539	+22%	+$128K	0.12%	167
2024 Q4	$539K	Buy	60,750 +8,847	+17%	+$90K	0.08%	215
2024 Q3	$606K	Buy	51,903 +11,893	+30%	+$128K	0.1%	197
2024 Q2	$456K	Buy	40,010 +4,321	+12%	+$52K	0.07%	235
2024 Q1	$435K	Buy	35,689 +754	+2%	+$10.2K	0.08%	227
2023 Q4	$549K	Sell	34,935 -5,170	-13%	-$74.1K	0.11%	186
2023 Q3	$537K	Sell	40,105 -139	-0.3%	-$1.89K	0.12%	177
2023 Q2	$554K	Sell	40,244 -5,208	-11%	-$73.7K	0.12%	180
2023 Q1	$717K	Buy	45,452 +22	+0%	+$373	0.17%	142
2022 Q4	$877K	Sell	45,430 -390	-0.9%	-$5.86K	0.21%	110
2022 Q3	$610K	Buy	45,820 +4,464	+11%	+$58.7K	0.17%	119
2022 Q2	$585K	Buy	41,356 +1,020	+3%	+$17.4K	0.15%	133
2022 Q1	$756K	Buy	40,336 +3,858	+11%	+$66.8K	0.17%	127
2021 Q4	$569K	Buy	36,478 +26,220	+256%	+$348K	0.13%	158
2021 Q3	$152K	Buy	+10,258	New	+$201K	0.03%	369
2019 Q1	–	Sell	-22,569	Closed	-$335K	–	281
2018 Q4	$335K	Hold	22,569	–	–	0.16%	170
2018 Q3	$335K	Sell	22,569 -3,003	-12%	-$40.5K	0.15%	170
2018 Q2	$328K	Buy	25,572 +4,720	+23%	+$64.5K	0.16%	167
2018 Q1	$259K	Sell	20,852 -2,125	-9%	-$28K	0.13%	187
2017 Q4	$277K	Buy	+22,977	New	+$244K	0.14%	180

Other funds holding VALE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return