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Bogart Wealth LLC’s Vale VALE Stock Holding History

Bogart Wealth LLC’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
Q1 		$191 Buy
+12
New +$187 ﹤0.01% 1702
2025
Q3 		– Sell
-1
Closed -$7 – 1598
2025
Q2 		$7 Buy
+1
New +$9 ﹤0.01% 1446
2025
Q1 		– Sell
-176
Closed -$1.56K – 1521
2024
Q4 		$1.56K Hold
176
– – ﹤0.01% 1141
2024
Q3 		$2.06K Hold
176
– – ﹤0.01% 963
2024
Q2 		$1.97K Sell
176
-208
-54% -$2.5K ﹤0.01% 933
2024
Q1 		$4.68K Hold
384
– – ﹤0.01% 779
2023
Q4 		$6.09K Hold
384
– – ﹤0.01% 714
2023
Q3 		$5.15K Hold
384
– – ﹤0.01% 710
2023
Q2 		$5.15K Hold
384
– – ﹤0.01% 700
2023
Q1 		$6.06K Buy
384
+176
+85% +$2.98K ﹤0.01% 670
2022
Q4 		$3.53K Hold
208
– – ﹤0.01% 727
2022
Q3 		$3K Hold
208
– – ﹤0.01% 796
2022
Q2 		$3K Hold
208
– – ﹤0.01% 743
2022
Q1 		$4K Hold
208
– – ﹤0.01% 615
2021
Q4 		$3K Sell
208
-165
-44% -$2.19K ﹤0.01% 631
2021
Q3 		$5K Buy
+373
New +$7.32K ﹤0.01% 549

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return