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Fidelity vlu factor etf shares owned by Forbes Financial Planning

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Forbes Financial Planning from 13F filings

Historical chart of Forbes Financial Planning investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 100k 60.60
2024-06-30 $5.3M 92k 57.58
2024-03-31 $4.6M 81k 57.05
2023-09-30 $2.8M 59k 47.85

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Forbes Financial Planning

Top funds holding Fidelity vlu factor etf

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

View all funds holding Fidelity vlu factor etf