Wealth Alliance’s Vale VALE Stock Holding History

Wealth Alliance’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
2025 Q3	–	Sell	-10,636	Closed	-$103K	–	598
2025 Q2	$103K	Sell	10,636 -210	-2%	-$1.98K	0.01%	531
2025 Q1	$108K	Buy	+10,846	New	+$102K	0.01%	506
2024 Q4	–	Sell	-19,211	Closed	-$224K	–	543
2024 Q3	$224K	Buy	19,211 +5,202	+37%	+$55.8K	0.03%	473
2024 Q2	$156K	Sell	14,009 -1,946	-12%	-$23.4K	0.02%	495
2024 Q1	$194K	Sell	15,955 -255	-2%	-$3.44K	0.03%	496
2023 Q4	$257K	Sell	16,210 -437	-3%	-$6.26K	0.04%	427
2023 Q3	$223K	Buy	16,647 +2,655	+19%	+$36.1K	0.04%	433
2023 Q2	$188K	Sell	13,992 -4,576	-25%	-$64.8K	0.03%	485
2023 Q1	$293K	Buy	18,568 +1,613	+10%	+$27.3K	0.05%	370
2022 Q4	$288K	Buy	16,955 +6,110	+56%	+$91.8K	0.05%	360
2022 Q3	$145K	Buy	+10,845	New	+$143K	0.03%	429
2022 Q2	–	Sell	-11,944	Closed	-$239K	–	499
2022 Q1	$239K	Buy	+11,944	New	+$207K	0.05%	382

Other funds holding VALE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return