Waverly Advisors’s Vale VALE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$125K	Hold	12,869	–	–	﹤0.01%	1156
2025 Q1	$128K	Buy	+12,869	New	+$128K	﹤0.01%	1081
2015 Q2	–	Sell	-123	Closed	-$1K	–	402
2015 Q1	$1K	Buy	+123	New	+$1K	﹤0.01%	334