Creative Planning’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.17M | Buy |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $882K | Buy |
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|
2024
Q2 | $771K | Sell |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $813K | Buy |
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|
2023
Q3 | $612K | Buy |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $859K | Buy |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $548K | Buy |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $161K | Buy |
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|
2020
Q2 | $119K | Sell |
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|
2020
Q1 | $106K | Buy |
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|
2019
Q4 | $149K | Sell |
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|
2019
Q3 | $148K | Sell |
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|
2019
Q2 | $175K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $140K | Sell |
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|
2018
Q3 | $166K | Sell |
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|
2018
Q2 | $456K | Buy |
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|
2018
Q1 | $432K | Sell |
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|
2017
Q4 | $1.13M | Sell |
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|
2017
Q3 | $941K | Buy |
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|
2017
Q2 | $779K | Buy |
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|
2017
Q1 | $361K | Sell |
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|
2016
Q4 | $340K | Buy |
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|
2016
Q3 | $190K | Sell |
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|
2016
Q2 | $246K | Buy |
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|
2016
Q1 | $178K | Sell |
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|
2015
Q4 | $157K | Sell |
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|
2015
Q3 | $210K | Sell |
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|
2015
Q2 | $355K | Buy |
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|
2015
Q1 | $265K | Sell |
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|
2014
Q4 | $390K | Buy |
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|
2014
Q3 | $399K | Sell |
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|
2014
Q2 | $801K | Buy |
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|
2014
Q1 | $355K | Sell |
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|
2013
Q4 | $507K | Buy |
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|
2013
Q3 | $462K | Sell |
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|
2013
Q2 | $437K | Buy |
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