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Fidelity vlu factor etf shares owned by Brian McDonald

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Fidelity vlu factor etf

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All positions including Fidelity vlu factor etf held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-12-31 $134k 2.2k 61.54
2024-09-30 $132k 2.2k 60.61
2024-06-30 $126k 2.2k 57.60
2024-03-31 $125k 2.2k 57.06
2023-09-30 $78k 1.6k 47.86

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Brian McDonald

Top funds holding Fidelity vlu factor etf

Jpmorgan Chase & Co
Dynasty Wealth Management
Envestnet Asset Management
Commonwealth Equity Services
FMR
Thrivent Financial for Lutherans
High Probability Advisors
Custos Family Office
Advisor Group Holdings
Goodwin Investment Advisory
LPL Financial
Royal Bank of Canada
Dynamic Advisors Solutions
Halpern Financial
MAI Wealth Advisors

View all funds holding Fidelity vlu factor etf