IFG Advisory’s Vale VALE Stock Holding History

IFG Advisory’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	–	Sell	-34,221	Closed	-$446K	–	847
2025 Q4	$446K	Sell	34,221 -842	-2%	-$10.2K	0.02%	537
2025 Q3	$381K	Buy	35,063 +2,766	+9%	+$28.2K	0.02%	568
2025 Q2	$314K	Buy	32,297 +7,559	+31%	+$71.2K	0.02%	595
2025 Q1	$247K	Buy	24,738 +821	+3%	+$7.76K	0.01%	611
2024 Q4	$212K	Buy	23,917 +40	+0.2%	+$407	0.01%	635
2024 Q3	$279K	Buy	23,877 +1,175	+5%	+$12.6K	0.02%	355
2024 Q2	$254K	Buy	22,702 +1,296	+6%	+$15.6K	0.02%	545
2024 Q1	$261K	Buy	21,406 +519	+2%	+$7.01K	0.02%	346
2023 Q4	$331K	Buy	20,887 +2,156	+12%	+$30.9K	0.02%	459
2023 Q3	$251K	Buy	18,731 +632	+3%	+$8.6K	0.02%	472
2023 Q2	$243K	Buy	18,099 +5,940	+49%	+$84.1K	0.02%	301
2023 Q1	$192K	Sell	12,159 -5,289	-30%	-$89.6K	0.02%	492
2022 Q4	$296K	Sell	17,448 -61	-0.3%	-$917	0.03%	404
2022 Q3	$233K	Buy	17,509 +287	+2%	+$3.78K	0.02%	464
2022 Q2	$251K	Buy	+17,222	New	+$294K	0.03%	407

Other funds holding VALE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T 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 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 New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B 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