Toth Financial Advisory’s Vale VALE Stock Holding History

Toth Financial 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 Q3	$1.34K	Hold	100	–	–	﹤0.01%	873
2026 Q2	$1.5K	Hold	100	–	–	﹤0.01%	777
2026 Q1	$1.59K	Buy	+100	New	+$1.56K	﹤0.01%	743
2024 Q2	–	Sell	-120	Closed	-$1.46K	–	792
2024 Q1	$1.46K	Hold	120	–	–	﹤0.01%	648
2023 Q4	$1.9K	Hold	120	–	–	﹤0.01%	625
2023 Q3	$1.61K	Hold	120	–	–	﹤0.01%	653
2023 Q2	$1.61K	Hold	120	–	–	﹤0.01%	665
2023 Q1	$1.89K	Hold	120	–	–	﹤0.01%	663
2022 Q4	$2.04K	Hold	120	–	–	﹤0.01%	589
2022 Q3	$2K	Buy	+120	New	+$1.58K	﹤0.01%	658

Other funds holding VALE

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's VALE Position: Q3 2026 in Review

Toth Financial Advisory held its Vale (VALE) position steady in Q3 2026 at 100 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Toth Financial Advisory first reported a position in VALE in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.04K in Q4 2022. 19 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

Toth Financial Advisory held 100 shares of Vale worth $1.34K as of Q3 2026.
Toth Financial Advisory left its Vale share count unchanged in Q3 2026.
Vale made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #873 holding.
Toth Financial Advisory first reported a position in Vale in Q3 2022 and has held it in 10 quarters since.
Toth Financial Advisory's Vale position peaked at $2.04K in Q4 2022.
19 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.