True Wealth Design’s Vale VALE Stock Holding History

True Wealth Design’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	$8.14K	Buy	541 +3	+0.6%	+$49	﹤0.01%	1143
2026 Q1	$8.56K	Buy	538 +69	+15%	+$1.08K	﹤0.01%	1028
2025 Q4	$6.11K	Hold	469	–	–	﹤0.01%	1012
2025 Q3	$5.09K	Buy	469 +227	+94%	+$2.32K	﹤0.01%	1075
2025 Q2	$2.35K	Buy	242 +8	+3%	+$75	﹤0.01%	1116
2025 Q1	$2.34K	Buy	234 +74	+46%	+$699	﹤0.01%	952
2024 Q4	$1.42K	Sell	160 -53	-25%	-$539	﹤0.01%	825
2024 Q3	$2.49K	Sell	213 -9	-4%	-$96	﹤0.01%	730
2024 Q2	$2.48K	Buy	222 +48	+28%	+$577	﹤0.01%	340
2024 Q1	$2.12K	Buy	174 +72	+71%	+$972	﹤0.01%	340
2023 Q4	$1.62K	Hold	102	–	–	﹤0.01%	317
2023 Q3	$1.37K	Hold	102	–	–	﹤0.01%	294
2023 Q2	$1.37K	Hold	102	–	–	﹤0.01%	297
2023 Q1	$1.61K	Buy	102 +7	+7%	+$119	﹤0.01%	352
2022 Q4	$1.61K	Buy	+95	New	+$1.43K	﹤0.01%	309

Other funds holding VALE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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