Fidelity vlu factor etf shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Fidelity vlu factor etf
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Quarterly reported holdings in Fidelity vlu factor etf by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $207k | 2.7k | 77.93 |
| 2024-09-30 | $238k | 3.9k | 60.60 |
| 2024-06-30 | $226k | 3.9k | 57.58 |
| 2024-03-31 | $224k | 3.9k | 57.05 |
| 2023-06-30 | $209k | 4.3k | 49.10 |