Abound Wealth Management’s Vale VALE Stock Holding History

Abound Wealth Management’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	$452	Hold	30	–	–	﹤0.01%	962
2026 Q1	$478	Hold	30	–	–	﹤0.01%	1063
2025 Q4	$391	Hold	30	–	–	﹤0.01%	982
2025 Q3	$326	Hold	30	–	–	﹤0.01%	991
2025 Q2	$292	Hold	30	–	–	﹤0.01%	929
2025 Q1	$300	Sell	30 -23	-43%	-$217	﹤0.01%	871
2024 Q4	$471	Hold	53	–	–	﹤0.01%	807
2024 Q3	$620	Hold	53	–	–	﹤0.01%	831
2024 Q2	$593	Sell	53 -16	-23%	-$192	﹤0.01%	782
2024 Q1	$842	Hold	69	–	–	﹤0.01%	795
2023 Q4	$1.09K	Sell	69 -20	-22%	-$287	﹤0.01%	756
2023 Q3	$1.19K	Hold	89	–	–	﹤0.01%	695
2023 Q2	$1.2K	Buy	+89	New	+$1.26K	﹤0.01%	710

Other funds holding VALE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return