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Vanguard Capital Wealth Advisors’s Vale VALE Stock Holding History

Vanguard Capital Wealth Advisors’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
-10,500
Closed -$137K – 143
2025
Q4 		$137K Buy
+10,500
New +$128K 0.11% 121
2025
Q3 		– Sell
-12,600
Closed -$122K – 143
2025
Q2 		$122K Buy
+12,600
New +$119K 0.12% 108
2024
Q2 		– Sell
-27,500
Closed -$335K – 163
2024
Q1 		$335K Buy
+27,500
New +$371K 0.24% 86
2019
Q4 		$211K Sell
16,060
-1,725
-10% -$20.7K 0.22% 119
2019
Q3 		$204K Buy
17,785
+925
+5% +$11.2K 0.24% 114
2019
Q2 		$226K Sell
16,860
-772
-4% -$9.9K 0.27% 95
2019
Q1 		$230K Sell
17,632
-4,668
-21% -$60.4K 0.29% 96
2018
Q4 		$294K Buy
22,300
+1,385
+7% +$19.8K 0.44% 68
2018
Q3 		$310K Sell
20,915
-38,475
-65% -$519K 0.35% 80
2018
Q2 		$761K Buy
+59,390
New +$811K 1.01% 30

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B 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