Wealth Enhancement Advisory Services
VALE icon

Wealth Enhancement Advisory Services’s Vale VALE Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.01M Buy
69,934
+7,679
+12% +$125K ﹤0.01% 2061
2026
Q1 		$1.01M Buy
62,255
+21,251
+52% +$332K ﹤0.01% 1793
2025
Q4 		$581K Buy
41,004
+2,215
+6% +$26.9K ﹤0.01% 2367
2025
Q3 		$428K Buy
38,789
+7,947
+26% +$81.1K ﹤0.01% 2485
2025
Q2 		$315K Buy
30,842
+8,320
+37% +$78.4K ﹤0.01% 2597
2025
Q1 		$225K Buy
22,522
+6,261
+39% +$59.2K ﹤0.01% 2612
2024
Q4 		$144K Buy
16,261
+517
+3% +$5.26K ﹤0.01% 2747
2024
Q3 		$184K Sell
15,744
-350
-2% -$3.75K ﹤0.01% 2465
2024
Q2 		$180K Buy
16,094
+1,716
+12% +$20.6K ﹤0.01% 2321
2024
Q1 		$175K Sell
14,378
-1,570
-10% -$21.2K ﹤0.01% 2221
2023
Q4 		$253K Sell
15,948
-260
-2% -$3.73K ﹤0.01% 1944
2023
Q3 		$217K Buy
+16,208
New +$221K ﹤0.01% 1954

Other funds holding VALE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return