Fidelity vlu factor etf shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Fidelity vlu factor etf
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Quarterly reported holdings in Fidelity vlu factor etf by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 33k | 60.60 |
| 2024-06-30 | $1.9M | 34k | 57.59 |
| 2024-03-31 | $1.9M | 33k | 56.88 |
| 2023-12-31 | $1.5M | 28k | 52.95 |
| 2023-09-30 | $1.4M | 28k | 47.85 |
| 2023-06-30 | $1.4M | 29k | 49.10 |
| 2023-03-31 | $1.4M | 30k | 45.76 |
| 2022-12-31 | $1.3M | 30k | 43.70 |
| 2022-09-30 | $1.3M | 32k | 39.95 |
| 2022-06-30 | $1.5M | 35k | 43.02 |
| 2022-03-31 | $1.8M | 36k | 50.85 |
| 2021-12-31 | $1.6M | 31k | 52.88 |