Fidelity vlu factor etf shares owned by Personal Resources Investment & Strategic Management
Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Personal Resources Investment & Strategic Management
from 13F filings
Historical chart of Personal Resources Investment & Strategic Management investment in Fidelity vlu factor etf
Tip: Access up to 7 years of quarterly data
All positions including Fidelity vlu factor etf held by Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity vlu factor etf by Personal Resources Investment & Strategic Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 82k | 68.87 |
| 2025-06-30 | $5.2M | 82k | 63.87 |
| 2025-03-31 | $4.9M | 82k | 59.59 |
| 2024-12-31 | $5.7M | 93k | 61.52 |
| 2024-09-30 | $9.7M | 160k | 60.60 |
| 2024-06-30 | $25M | 439k | 57.58 |
| 2024-03-31 | $26M | 448k | 57.05 |
| 2023-12-31 | $23M | 440k | 53.00 |
| 2023-09-30 | $21M | 448k | 47.85 |
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