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Fidelity vlu factor etf shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Fidelity vlu factor etf

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

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Quarterly reported holdings in Fidelity vlu factor etf by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $896k 13k 68.87
2025-06-30 $866k 14k 63.87
2025-03-31 $840k 14k 59.59
2024-12-31 $1.0M 17k 61.52

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Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

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