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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.9M | 86k | 69.39 |
| 2025-06-30 | $5.4M | 84k | 63.87 |
| 2025-03-31 | $6.7M | 112k | 59.59 |
| 2024-12-31 | $6.2M | 101k | 61.52 |
| 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 |