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 Q3	$9.32K	Buy	695 +154	+28%	+$2.24K	﹤0.01%	1101
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 Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

BASWMI

B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

True Wealth Design's VALE Position: Q3 2026 in Review

True Wealth Design increased its Vale (VALE) stake by 28% in Q3 2026, buying an estimated $2.24K and bringing the position to 695 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

True Wealth Design first reported a position in VALE in Q4 2022 and has held it in 16 quarters since. 48 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

True Wealth Design held 695 shares of Vale worth $9.32K as of Q3 2026.
True Wealth Design bought 154 Vale shares in Q3 2026, an estimated $2.24K.
Vale made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1101 holding.
True Wealth Design first reported a position in Vale in Q4 2022 and has held it in 16 quarters since.
48 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.